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
$214M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.3M
3
+$13.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$12.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$11.7M

Top Sells

1
+$15.1M
2
+$13.9M
3
+$13.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M

Sector Composition

1 Financials 1.77%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.54%
4 Technology 0.47%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$97K 0.05%
887
+762
127
$97K 0.05%
+6,155
128
$96K 0.04%
+1,476
129
$96K 0.04%
+449
130
$96K 0.04%
+1,019
131
$96K 0.04%
+10,212
132
$95K 0.04%
1,690
+1,551
133
$60K 0.03%
412
+120
134
$60K 0.03%
+435
135
$60K 0.03%
+3,094
136
$60K 0.03%
+1,610
137
$60K 0.03%
2,530
+429
138
$59K 0.03%
+539
139
$56K 0.03%
+2,106
140
$53K 0.02%
+2,124
141
$53K 0.02%
+208
142
$53K 0.02%
+488
143
$52K 0.02%
+1,460
144
$52K 0.02%
+1,352
145
$52K 0.02%
+2,514
146
$49K 0.02%
1,048
+947
147
$47K 0.02%
+1,537
148
$45K 0.02%
888
-45
149
$43K 0.02%
+6,755
150
$42K 0.02%
1,352
-677
4 5
6
7 8