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
$214M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.3M
3
+$13.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$12.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$11.7M

Top Sells

1
+$15.1M
2
+$13.9M
3
+$13.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M

Sector Composition

1 Financials 1.77%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.54%
4 Technology 0.47%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.09%
+7,721
77
$192K 0.09%
+2,556
78
$190K 0.09%
7,863
+5,323
79
$189K 0.09%
7,145
+5,672
80
$188K 0.09%
+2,284
81
$187K 0.09%
6,055
+2,524
82
$183K 0.09%
+4,249
83
$181K 0.08%
+11,164
84
$181K 0.08%
1,412
+1,300
85
$180K 0.08%
+1,724
86
$180K 0.08%
+6,750
87
$179K 0.08%
+7,894
88
$178K 0.08%
+7,254
89
$177K 0.08%
+11,053
90
$170K 0.08%
+5,634
91
$169K 0.08%
+1,807
92
$169K 0.08%
3,789
+3,455
93
$166K 0.08%
1,001
+915
94
$160K 0.07%
2,661
+2,385
95
$160K 0.07%
+5,864
96
$159K 0.07%
+13,516
97
$158K 0.07%
92,400
+82,040
98
$156K 0.07%
3,107
+2,774
99
$155K 0.07%
+6,897
100
$155K 0.07%
5,370
+5,287
2 3
4
5 6