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
$214M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.3M
3
+$13.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$12.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$11.7M

Top Sells

1
+$15.1M
2
+$13.9M
3
+$13.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M

Sector Composition

1 Financials 1.77%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.54%
4 Technology 0.47%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$153K 0.07%
6,129
+3,400
102
$151K 0.07%
+3,653
103
$148K 0.07%
+3,547
104
$146K 0.07%
+10,375
105
$145K 0.07%
+3,533
106
$142K 0.07%
3,066
+2,489
107
$140K 0.07%
5,287
+3,287
108
$136K 0.06%
+3,984
109
$131K 0.06%
+2,019
110
$128K 0.06%
+4,954
111
$125K 0.06%
+2,441
112
$124K 0.06%
+3,937
113
$124K 0.06%
+3,545
114
$120K 0.06%
+13,645
115
$120K 0.06%
+2,501
116
$120K 0.06%
+3,922
117
$118K 0.06%
3,790
+2,543
118
$117K 0.05%
+4,952
119
$117K 0.05%
+8,817
120
$117K 0.05%
+4,477
121
$115K 0.05%
1,326
+1,205
122
$114K 0.05%
3,356
+1,598
123
$109K 0.05%
4,895
+3,398
124
$107K 0.05%
+2,566
125
$101K 0.05%
+3,040
3 4
5
6 7