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
$198M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$8.66M
3
+$7.84M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.75M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

1
+$3.99M
2
+$3.76M
3
+$3.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.53M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.52M

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.42%
3 Financials 0.32%
4 Energy 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47.4K 0.02%
599
-1,471
152
$47.2K 0.02%
+1,394
153
$45.6K 0.02%
1,634
-11,302
154
$45.5K 0.02%
981
-6,427
155
$45.5K 0.02%
+1,531
156
$45.2K 0.02%
+1,051
157
$44K 0.02%
+1,056
158
$43.8K 0.02%
+1,068
159
$42.6K 0.02%
1,092
-50,225
160
$41.7K 0.02%
+867
161
$41.7K 0.02%
+2,164
162
$41.6K 0.02%
1,418
-10,580
163
$41.6K 0.02%
+1,331
164
$41.5K 0.02%
636
-21,165
165
$41.5K 0.02%
+7,045
166
$41.5K 0.02%
+652
167
$41.4K 0.02%
+828
168
$41.4K 0.02%
+1,754
169
$41.4K 0.02%
+317
170
$41.2K 0.02%
+1,494
171
$41.1K 0.02%
425
-18,673
172
$41K 0.02%
+1,988
173
$40.3K 0.02%
+748
174
$40.2K 0.02%
+4,800
175
$40.2K 0.02%
1,177
-63,424
5 6
7
8 9