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
$294M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$29.7M
3
+$25M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.23M

Top Sells

1
+$30.6M
2
+$26.8M
3
+$25.7M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$20.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$10.4M

Sector Composition

1 Consumer Staples 1.32%
2 Consumer Discretionary 1.24%
3 Real Estate 1.24%
4 Financials 1.12%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$103K 0.04%
+3,396
102
$103K 0.04%
+3,438
103
$99K 0.03%
1,318
+612
104
$98K 0.03%
+2,292
105
$89K 0.03%
+2,808
106
$87K 0.03%
+1,352
107
$85K 0.03%
758
-36
108
$84K 0.03%
845
+537
109
$83K 0.03%
432
-36
110
$83K 0.03%
1,070
+91
111
$82K 0.03%
306
-17
112
$82K 0.03%
97
-9
113
$81K 0.03%
3,386
-337
114
$80K 0.03%
221
+134
115
$71K 0.02%
+223
116
$70K 0.02%
+2,439
117
$68K 0.02%
+2,204
118
$64K 0.02%
+1,992
119
$63K 0.02%
2,051
+1,370
120
$55K 0.02%
+2,464
121
$55K 0.02%
+7,125
122
$54K 0.02%
+1,498
123
$53K 0.02%
+816
124
$53K 0.02%
+375
125
$52K 0.02%
+883
3 4
5
6 7