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
$604M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$58.6M
3
+$57.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$35.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.8M

Top Sells

1
+$43.2M
2
+$13.3M
3
+$9.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.08M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.48M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.14%
3 Industrials 3.94%
4 Consumer Discretionary 3.87%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$317K 0.05%
+2,180
127
$314K 0.05%
+5,133
128
$271K 0.04%
+2,679
129
$263K 0.04%
+10,173
130
$262K 0.04%
+6,266
131
$258K 0.04%
+18,220
132
$219K 0.04%
+5,848
133
$201K 0.03%
+13,986
134
$194K 0.03%
+8,468
135
$185K 0.03%
+3,600
136
$181K 0.03%
+9,293
137
$175K 0.03%
5,762
-13,876
138
$169K 0.03%
+2,165
139
$153K 0.03%
+1,669
140
$147K 0.02%
+45,664
141
$134K 0.02%
+8,335
142
$123K 0.02%
1,858
+1,158
143
$113K 0.02%
+993
144
$112K 0.02%
322
+131
145
$110K 0.02%
+1,814
146
$107K 0.02%
1,991
-1,704
147
$102K 0.02%
+479
148
$102K 0.02%
+466
149
$100K 0.02%
453
+162
150
$100K 0.02%
1,719
+635
4 5
6
7 8