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
$155M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.83M
3
+$5.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.15M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.9M

Top Sells

1
+$7.03M
2
+$6.66M
3
+$5.48M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.23M

Sector Composition

1 Technology 0.61%
2 Financials 0.46%
3 Healthcare 0.35%
4 Industrials 0.34%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$90.7K 0.06%
2,540
+2,220
102
$90.7K 0.06%
+350
103
$90.1K 0.06%
+5,526
104
$87K 0.06%
+3,972
105
$86.7K 0.06%
+1,783
106
$86.2K 0.06%
+1,254
107
$75.3K 0.05%
+1,782
108
$73.3K 0.05%
+689
109
$71.9K 0.05%
+1,499
110
$64.4K 0.04%
1,067
+916
111
$63.9K 0.04%
+1,076
112
$63.8K 0.04%
+2,053
113
$63.7K 0.04%
+1,636
114
$63.7K 0.04%
+461
115
$63.7K 0.04%
+3,636
116
$63.6K 0.04%
+6,417
117
$63.4K 0.04%
+3,316
118
$63.1K 0.04%
+5,787
119
$63K 0.04%
572
-557
120
$62.4K 0.04%
+1,683
121
$62.2K 0.04%
3,259
-4,939
122
$58.6K 0.04%
3,442
+1,928
123
$58.3K 0.04%
730
+408
124
$52.2K 0.03%
+1,821
125
$49.4K 0.03%
992
+805
3 4
5
6 7