AP

Advisors Preferred Portfolio holdings

AUM $606M
1-Year Est. Return 21.45%
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.83M
3
+$5.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.15M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.9M

Top Sells

1
+$7.03M
2
+$6.66M
3
+$5.48M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.23M

Sector Composition

1 Technology 0.61%
2 Financials 0.46%
3 Healthcare 0.35%
4 Industrials 0.34%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$177K 0.11%
+3,746
77
$139K 0.09%
+3,660
78
$137K 0.09%
+3,224
79
$115K 0.07%
1,256
-575
80
$115K 0.07%
+1,368
81
$105K 0.07%
6,900
+4,728
82
$96.1K 0.06%
+960
83
$95.4K 0.06%
+802
84
$95.1K 0.06%
2,224
-288
85
$95K 0.06%
+2,481
86
$94.9K 0.06%
+9,452
87
$94.8K 0.06%
+5,732
88
$94.7K 0.06%
+1,637
89
$94.7K 0.06%
+7,228
90
$94.7K 0.06%
+1,364
91
$94.6K 0.06%
+1,999
92
$94.5K 0.06%
+10,575
93
$93.6K 0.06%
+5,105
94
$92.9K 0.06%
+4,125
95
$91K 0.06%
+5,380
96
$91K 0.06%
+25,225
97
$91K 0.06%
+7,055
98
$90.8K 0.06%
+2,786
99
$90.8K 0.06%
+1,316
100
$90.7K 0.06%
+1,076
2 3
4
5 6