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
$155M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.83M
3
+$5.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.15M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.9M

Top Sells

1
+$7.03M
2
+$6.66M
3
+$5.48M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.23M

Sector Composition

1 Technology 0.61%
2 Financials 0.46%
3 Healthcare 0.35%
4 Industrials 0.34%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32.2K 0.02%
+1,596
152
$25.3K 0.02%
+647
153
$24.5K 0.02%
602
-2,080
154
$23.5K 0.02%
+612
155
$23.4K 0.02%
+449
156
$23.4K 0.02%
606
-462
157
$23.4K 0.02%
538
-492
158
$23.4K 0.02%
+456
159
$23.4K 0.02%
505
-11
160
$23.3K 0.02%
+224
161
$23.3K 0.02%
+275
162
$23.2K 0.01%
+2,106
163
$22.8K 0.01%
+2,707
164
$22.6K 0.01%
+938
165
$22.6K 0.01%
+482
166
$22.5K 0.01%
205
+102
167
$22.5K 0.01%
582
+268
168
$22.5K 0.01%
668
-2,107
169
$22.5K 0.01%
+645
170
$22.4K 0.01%
+2,580
171
$22.4K 0.01%
1,263
-5,712
172
$22.4K 0.01%
459
+365
173
$22.4K 0.01%
663
-180
174
$22.4K 0.01%
+305
175
$22.4K 0.01%
+214
5 6
7
8 9