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
$202M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$12.8M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$10.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.87M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.23M

Sector Composition

1 Financials 0.71%
2 Real Estate 0.52%
3 Consumer Staples 0.36%
4 Industrials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39K 0.02%
+2,079
102
$39K 0.02%
+631
103
$39K 0.02%
+2,914
104
$39K 0.02%
+1,092
105
$39K 0.02%
+496
106
$39K 0.02%
+327
107
$39K 0.02%
+2,028
108
$39K 0.02%
+3,970
109
$38K 0.02%
2,352
-2,388
110
$38K 0.02%
+4,102
111
$36K 0.02%
+1,358
112
$36K 0.02%
+1,026
113
$36K 0.02%
+746
114
$36K 0.02%
+761
115
$36K 0.02%
+2,022
116
$36K 0.02%
+1,439
117
$35K 0.02%
+1,945
118
$35K 0.02%
+444
119
$33K 0.02%
+1,168
120
$32K 0.02%
338
-31,228
121
$31K 0.02%
+1,321
122
$30K 0.01%
222
-927
123
$30K 0.01%
+555
124
$27K 0.01%
+1,348
125
$25K 0.01%
222
+16
3 4
5
6 7