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
$202M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$12.8M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$10.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.87M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.23M

Sector Composition

1 Financials 0.71%
2 Real Estate 0.52%
3 Consumer Staples 0.36%
4 Industrials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$86K 0.04%
1,623
+640
77
$79K 0.04%
+2,840
78
$74K 0.04%
1,968
+1,839
79
$69K 0.03%
+1,106
80
$68K 0.03%
1,392
-290
81
$60K 0.03%
1,020
+236
82
$60K 0.03%
1,379
+39
83
$57K 0.03%
1,939
-631
84
$57K 0.03%
917
+100
85
$57K 0.03%
173
+26
86
$56K 0.03%
396
+10
87
$56K 0.03%
1,875
-27
88
$56K 0.03%
2,387
+320
89
$56K 0.03%
2,506
+240
90
$54K 0.03%
5,047
+673
91
$54K 0.03%
5,384
+1,694
92
$51K 0.03%
+566
93
$50K 0.02%
596
-240
94
$49K 0.02%
+1,318
95
$47K 0.02%
+427
96
$44K 0.02%
+1,339
97
$44K 0.02%
826
-872
98
$44K 0.02%
+1,656
99
$43K 0.02%
+1,042
100
$42K 0.02%
+686
2 3
4
5 6