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
$369M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$32.1M
3
+$25.5M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.7M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.83M

Top Sells

1
+$36.3M
2
+$30.7M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.2M

Sector Composition

1 Consumer Discretionary 2.33%
2 Consumer Staples 1.31%
3 Technology 1.14%
4 Industrials 1.13%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$186K 0.05%
+31,640
102
$183K 0.05%
+7,121
103
$183K 0.05%
+10,063
104
$182K 0.05%
+7,959
105
$180K 0.05%
+4,035
106
$177K 0.05%
3,052
+344
107
$173K 0.05%
+3,765
108
$168K 0.05%
5,050
+3,875
109
$167K 0.05%
6,716
-1,287
110
$166K 0.05%
+5,284
111
$163K 0.04%
665
+247
112
$155K 0.04%
3,625
+3,326
113
$155K 0.04%
6,585
+5,556
114
$144K 0.04%
+2,723
115
$141K 0.04%
+1,979
116
$141K 0.04%
+4,815
117
$141K 0.04%
+517
118
$140K 0.04%
+1,128
119
$140K 0.04%
+2,188
120
$140K 0.04%
+616
121
$140K 0.04%
+2,256
122
$140K 0.04%
+2,393
123
$134K 0.04%
+4,277
124
$133K 0.04%
+1,233
125
$131K 0.04%
+695
3 4
5
6 7