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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.37M
3
+$9.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.45M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76K 0.04%
+2,503
77
$76K 0.04%
+3,790
78
$75K 0.04%
881
+385
79
$70K 0.04%
+2,107
80
$70K 0.04%
+2,956
81
$68K 0.04%
+663
82
$66K 0.04%
1,512
-144
83
$63K 0.04%
+921
84
$63K 0.04%
2,540
+1,219
85
$63K 0.04%
1,438
-1,682
86
$62K 0.04%
+2,729
87
$61K 0.04%
1,103
-520
88
$59K 0.03%
1,758
+419
89
$57K 0.03%
+2,029
90
$49K 0.03%
+2,000
91
$49K 0.03%
+2,101
92
$48K 0.03%
933
-459
93
$45K 0.03%
939
+454
94
$45K 0.03%
+1,538
95
$44K 0.03%
4,720
+3,570
96
$42K 0.02%
+158
97
$42K 0.02%
292
-104
98
$42K 0.02%
987
-181
99
$42K 0.02%
+787
100
$42K 0.02%
+3,271
2 3
4
5 6