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
$198M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$8.66M
3
+$7.84M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.75M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

1
+$3.99M
2
+$3.76M
3
+$3.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.53M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.52M

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.42%
3 Financials 0.32%
4 Energy 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$84.7K 0.04%
2,606
-3,889
127
$81.5K 0.04%
855
-1,898
128
$79.4K 0.04%
+789
129
$77.5K 0.04%
1,397
-519
130
$77.2K 0.04%
1,295
+756
131
$73.6K 0.04%
+3,083
132
$73.4K 0.04%
+1,659
133
$72.8K 0.04%
1,107
-677
134
$71.9K 0.04%
1,646
-6,316
135
$67.6K 0.03%
2,001
-7,161
136
$54.1K 0.03%
1,044
-1,728
137
$53.7K 0.03%
611
-10,378
138
$53.2K 0.03%
+5,544
139
$51.9K 0.03%
+5,512
140
$51K 0.03%
+5,638
141
$50.9K 0.03%
+2,526
142
$50.7K 0.03%
376
-3,180
143
$49.2K 0.02%
+2,336
144
$49K 0.02%
+722
145
$49K 0.02%
+366
146
$49K 0.02%
+1,030
147
$48.9K 0.02%
529
-1,344
148
$48.7K 0.02%
+2,246
149
$48.4K 0.02%
+2,146
150
$48.1K 0.02%
414
-2,063
4 5
6
7 8