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
$1.01B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$78.2M
3
+$48.3M
4
VUG icon
Vanguard Growth ETF
VUG
+$45.4M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.7M

Top Sells

1
+$74.6M
2
+$62.8M
3
+$50.6M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.4M

Sector Composition

1 Healthcare 1.47%
2 Consumer Discretionary 1.32%
3 Technology 1.09%
4 Financials 0.61%
5 Materials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$412K 0.04%
4,376
-291
127
$412K 0.04%
1,122
-348
128
$409K 0.04%
+10,583
129
$409K 0.04%
1,771
-602
130
$407K 0.04%
4,595
-287
131
$406K 0.04%
26,945
-6,013
132
$392K 0.04%
+25,134
133
$369K 0.04%
+7,124
134
$368K 0.04%
+4,724
135
$365K 0.04%
+1,476
136
$359K 0.04%
+13,651
137
$349K 0.03%
10,556
-5,431
138
$331K 0.03%
+3,635
139
$293K 0.03%
+16,418
140
$288K 0.03%
+1,638
141
$256K 0.03%
+4,372
142
$253K 0.03%
+11,532
143
$242K 0.02%
+8,522
144
$242K 0.02%
+6,787
145
$227K 0.02%
+1,807
146
$217K 0.02%
+6,583
147
$215K 0.02%
6,967
+1,434
148
$213K 0.02%
+6,435
149
$203K 0.02%
2,175
-7,828
150
$186K 0.02%
+2,276
4 5
6
7 8