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
$155M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.83M
3
+$5.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.15M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.9M

Top Sells

1
+$7.03M
2
+$6.66M
3
+$5.48M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.23M

Sector Composition

1 Technology 0.61%
2 Financials 0.46%
3 Healthcare 0.35%
4 Industrials 0.34%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49.4K 0.03%
851
+49
127
$49.3K 0.03%
+651
128
$49.2K 0.03%
465
-390
129
$48.4K 0.03%
+1,319
130
$48.4K 0.03%
+475
131
$48.3K 0.03%
+5,761
132
$48.2K 0.03%
+859
133
$48.2K 0.03%
+1,427
134
$48.2K 0.03%
+836
135
$48.2K 0.03%
+788
136
$48.1K 0.03%
+1,145
137
$48.1K 0.03%
871
-526
138
$48.1K 0.03%
1,710
+216
139
$48K 0.03%
+2,820
140
$48K 0.03%
2,416
-110
141
$47.9K 0.03%
+3,085
142
$47.6K 0.03%
888
+803
143
$46.8K 0.03%
1,013
-633
144
$46.7K 0.03%
+692
145
$46.6K 0.03%
+2,151
146
$44.8K 0.03%
+15,240
147
$41.5K 0.03%
3,216
-7,368
148
$36.1K 0.02%
877
-2,960
149
$33.5K 0.02%
+463
150
$32.3K 0.02%
+1,244
4 5
6
7 8