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
$82.5M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$6.83M
3
+$4.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.96M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.36M

Top Sells

1
+$44.8M
2
+$37.9M
3
+$28.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.9M

Sector Composition

1 Real Estate 8.11%
2 Consumer Discretionary 3.79%
3 Financials 2.27%
4 Industrials 2.14%
5 Materials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.08%
+3,177
77
$66K 0.08%
+907
78
$66K 0.08%
+1,177
79
$65K 0.08%
+871
80
$65K 0.08%
+1,800
81
$64K 0.08%
+4,329
82
$64K 0.08%
+4,040
83
$64K 0.08%
+1,862
84
$57K 0.07%
+4,030
85
$55K 0.07%
+1,951
86
$47K 0.06%
+4,393
87
$47K 0.06%
+2,270
88
$46K 0.06%
+14,688
89
$46K 0.06%
+3,952
90
$46K 0.06%
+3,133
91
$45K 0.05%
+2,224
92
$45K 0.05%
1,166
-5,646
93
$45K 0.05%
+2,608
94
$44K 0.05%
+3,116
95
$42K 0.05%
+277
96
$36K 0.04%
1,045
-120
97
$36K 0.04%
+864
98
$34K 0.04%
+690
99
$32K 0.04%
+1,240
100
$32K 0.04%
+32
2 3
4
5 6