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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.37M
3
+$9.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.45M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.01%
+701
127
$23K 0.01%
+1,137
128
$23K 0.01%
+2,610
129
$23K 0.01%
+314
130
$23K 0.01%
+1,352
131
$22K 0.01%
+942
132
$22K 0.01%
+1,040
133
$21K 0.01%
318
-368
134
$16K 0.01%
366
+251
135
$15K 0.01%
+276
136
$14K 0.01%
+526
137
$14K 0.01%
+377
138
$14K 0.01%
+572
139
$14K 0.01%
+713
140
$14K 0.01%
+1,348
141
$14K 0.01%
+155
142
$14K 0.01%
+117
143
$14K 0.01%
+948
144
$14K 0.01%
+57
145
$14K 0.01%
+199
146
$14K 0.01%
+93
147
$14K 0.01%
+200
148
$14K 0.01%
+894
149
$14K 0.01%
+185
150
$14K 0.01%
+293
4 5
6
7 8