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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.37M
3
+$9.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.45M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.01%
+474
152
$14K 0.01%
+500
153
$14K 0.01%
+233
154
$14K 0.01%
+302
155
$14K 0.01%
+783
156
$14K 0.01%
+513
157
$13K 0.01%
+695
158
$13K 0.01%
+334
159
$13K 0.01%
+402
160
$13K 0.01%
+98
161
$13K 0.01%
+129
162
$13K 0.01%
+86
163
$13K 0.01%
+160
164
$13K 0.01%
+125
165
$13K 0.01%
+739
166
$13K 0.01%
+319
167
$12K 0.01%
+10,360
168
$12K 0.01%
+50
169
$12K 0.01%
+112
170
$12K 0.01%
+298
171
$12K 0.01%
+219
172
$11K 0.01%
398
-188,962
173
$11K 0.01%
121
-475
174
$10K 0.01%
+135
175
$10K 0.01%
360
-1
5 6
7
8 9