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
$369M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$32.1M
3
+$25.5M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.7M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.83M

Top Sells

1
+$36.3M
2
+$30.7M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.2M

Sector Composition

1 Consumer Discretionary 2.33%
2 Consumer Staples 1.31%
3 Technology 1.14%
4 Industrials 1.13%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.08%
7,086
+3,079
77
$281K 0.08%
+4,792
78
$281K 0.08%
+1,835
79
$271K 0.07%
+3,579
80
$262K 0.07%
+2,756
81
$261K 0.07%
+3,341
82
$256K 0.07%
+2,035
83
$254K 0.07%
+1,220
84
$252K 0.07%
+2,859
85
$251K 0.07%
+1,389
86
$249K 0.07%
+2,348
87
$242K 0.07%
+6,243
88
$240K 0.07%
+26,939
89
$235K 0.06%
5,556
-1,757
90
$229K 0.06%
+3,365
91
$229K 0.06%
+5,913
92
$224K 0.06%
6,378
-30
93
$218K 0.06%
+14,681
94
$207K 0.06%
+8,633
95
$203K 0.06%
+18,100
96
$201K 0.05%
+6,880
97
$200K 0.05%
+9,420
98
$198K 0.05%
+5,345
99
$197K 0.05%
+5,072
100
$193K 0.05%
4,020
+732
2 3
4
5 6