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
$202M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$12.8M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$10.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.87M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.23M

Sector Composition

1 Financials 0.71%
2 Real Estate 0.52%
3 Consumer Staples 0.36%
4 Industrials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
+66
152
$10K 0.01%
214
-62
153
$10K 0.01%
240
-113
154
$10K 0.01%
340
-48
155
$10K 0.01%
+361
156
$10K 0.01%
272
-88
157
$10K 0.01%
824
-444
158
$10K 0.01%
81
-27
159
$10K 0.01%
167
-30
160
$10K 0.01%
656
-90
161
$10K 0.01%
971
-67
162
$10K 0.01%
+175
163
$10K 0.01%
+186
164
$10K 0.01%
329
-119
165
$10K 0.01%
309
-83
166
$9K ﹤0.01%
+361
167
$8K ﹤0.01%
+410
168
$8K ﹤0.01%
+190
169
$8K ﹤0.01%
+614
170
$8K ﹤0.01%
+833
171
$8K ﹤0.01%
+84
172
$8K ﹤0.01%
+2,344
173
$8K ﹤0.01%
+461
174
$7K ﹤0.01%
+1,790
175
$7K ﹤0.01%
450
+264
5 6
7
8 9