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
$202M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$12.8M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$10.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.87M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.23M

Sector Composition

1 Financials 0.71%
2 Real Estate 0.52%
3 Consumer Staples 0.36%
4 Industrials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.01%
+707
127
$22K 0.01%
714
-1,126
128
$22K 0.01%
+292
129
$22K 0.01%
485
-623
130
$22K 0.01%
+793
131
$22K 0.01%
876
-1,081
132
$22K 0.01%
1,169
-2,016
133
$22K 0.01%
798
-1,037
134
$22K 0.01%
339
-568
135
$21K 0.01%
760
-1,105
136
$21K 0.01%
1,856
-1,938
137
$21K 0.01%
726
-649
138
$20K 0.01%
296
-834
139
$19K 0.01%
+1,024
140
$19K 0.01%
+703
141
$18K 0.01%
354
-28
142
$17K 0.01%
393
-1,482
143
$15K 0.01%
+161
144
$13K 0.01%
391
-1,069
145
$12K 0.01%
+3,280
146
$12K 0.01%
+344
147
$11K 0.01%
+1,150
148
$11K 0.01%
1,408
-272
149
$11K 0.01%
402
-48
150
$10K 0.01%
376
-84
4 5
6
7 8