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
$91.9M
AUM Growth
-$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Sells

1 +$12.8M
2 +$6.46M
3 +$5.98M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.31M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.52M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.73%
3 Consumer Discretionary 0.37%
4 Healthcare 0.22%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$8K 0.01%
+126
152
$8K 0.01%
+79
153
$8K 0.01%
185
-486
154
$8K 0.01%
+170
155
$7K 0.01%
+228
156
$6K 0.01%
+232
157
$6K 0.01%
+137
158
$4K ﹤0.01%
+69
159
$4K ﹤0.01%
+167
160
$4K ﹤0.01%
+365
161
$4K ﹤0.01%
+212
162
$4K ﹤0.01%
+81
163
$4K ﹤0.01%
+62
164
$4K ﹤0.01%
+112
165
$4K ﹤0.01%
+106
166
$4K ﹤0.01%
+98
167
$4K ﹤0.01%
+93
168
$4K ﹤0.01%
+106
169
$3K ﹤0.01%
+355
170
$3K ﹤0.01%
+26
171
$3K ﹤0.01%
+324
172
$3K ﹤0.01%
+90
173
$3K ﹤0.01%
+57
174
$3K ﹤0.01%
+122
175
$3K ﹤0.01%
+576