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
$214M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.3M
3
+$13.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$12.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$11.7M

Top Sells

1
+$15.1M
2
+$13.9M
3
+$13.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M

Sector Composition

1 Financials 1.77%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.54%
4 Technology 0.47%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42K 0.02%
+910
152
$41K 0.02%
+4,703
153
$40K 0.02%
+1,104
154
$40K 0.02%
+896
155
$39K 0.02%
+1,158
156
$38K 0.02%
+1,002
157
$38K 0.02%
+1,404
158
$37K 0.02%
+3,177
159
$33K 0.02%
255
+9
160
$32K 0.02%
868
+167
161
$27K 0.01%
+459
162
$25K 0.01%
666
+383
163
$24K 0.01%
+1,022
164
$19K 0.01%
+1,356
165
$17K 0.01%
+391
166
$15K 0.01%
+188
167
$15K 0.01%
+937
168
$15K 0.01%
+240
169
$15K 0.01%
+2,172
170
$14K 0.01%
444
+108
171
$14K 0.01%
245
-542
172
$14K 0.01%
+2,388
173
$13K 0.01%
+474
174
$11K 0.01%
+513
175
$5K ﹤0.01%
149
+42
5 6
7
8 9