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
$400M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$30.6M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.4M

Top Sells

1
+$30.1M
2
+$29.7M
3
+$25M
4
IYW icon
iShares US Technology ETF
IYW
+$24.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M

Sector Composition

1 Real Estate 1.01%
2 Consumer Discretionary 0.87%
3 Financials 0.68%
4 Industrials 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$94K 0.02%
+9,373
127
$93K 0.02%
+1,848
128
$92K 0.02%
+4,479
129
$90K 0.02%
418
-410
130
$85K 0.02%
+2,245
131
$84K 0.02%
+2,414
132
$84K 0.02%
+1,605
133
$84K 0.02%
+1,650
134
$82K 0.02%
2,199
+1,540
135
$82K 0.02%
+2,397
136
$81K 0.02%
1,987
-1,681
137
$81K 0.02%
+2,767
138
$80K 0.02%
3,073
+2,281
139
$77K 0.02%
+4,239
140
$77K 0.02%
+2,389
141
$76K 0.02%
+1,454
142
$71K 0.02%
809
+644
143
$71K 0.02%
+3,320
144
$68K 0.02%
2,327
-112
145
$59K 0.01%
+1,903
146
$34K 0.01%
+2,109
147
$34K 0.01%
+139
148
$33K 0.01%
+120
149
$33K 0.01%
+924
150
$33K 0.01%
+344
4 5
6
7 8