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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.37M
3
+$9.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.45M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.02%
1,473
+125
102
$41K 0.02%
+919
103
$41K 0.02%
+3,132
104
$40K 0.02%
+1,638
105
$40K 0.02%
+1,897
106
$39K 0.02%
+2,627
107
$36K 0.02%
127
-314
108
$36K 0.02%
740
-1,648
109
$34K 0.02%
+1,247
110
$34K 0.02%
+639
111
$33K 0.02%
246
+24
112
$32K 0.02%
+1,497
113
$31K 0.02%
310
-28
114
$31K 0.02%
749
-293
115
$30K 0.02%
1,140
+116
116
$29K 0.02%
+427
117
$28K 0.02%
439
-667
118
$27K 0.02%
+1,563
119
$24K 0.01%
+101
120
$24K 0.01%
+577
121
$24K 0.01%
+226
122
$24K 0.01%
+1,031
123
$24K 0.01%
+1,415
124
$23K 0.01%
150
+116
125
$23K 0.01%
+130
3 4
5
6 7