AP

Advisors Preferred Portfolio holdings

AUM $614M
1-Year Est. Return 21.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.9M
3
+$24.8M
4
IYW icon
iShares US Technology ETF
IYW
+$23.6M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$14.3M

Top Sells

1
+$29.9M
2
+$26.8M
3
+$25.7M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$20.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$10.4M

Sector Composition

1 Consumer Staples 1.32%
2 Consumer Discretionary 1.24%
3 Real Estate 1.24%
4 Financials 1.12%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.01%
+719
152
$37K 0.01%
+551
153
$33K 0.01%
309
-407
154
$33K 0.01%
+724
155
$32K 0.01%
+2,925
156
$30K 0.01%
+854
157
$30K 0.01%
1,215
+225
158
$30K 0.01%
+163
159
$30K 0.01%
454
+9
160
$30K 0.01%
+582
161
$30K 0.01%
+230
162
$27K 0.01%
+369
163
$27K 0.01%
+890
164
$27K 0.01%
+1,267
165
$26K 0.01%
+1,351
166
$26K 0.01%
+659
167
$26K 0.01%
+990
168
$26K 0.01%
+184
169
$26K 0.01%
+338
170
$26K 0.01%
+715
171
$26K 0.01%
+1,574
172
$26K 0.01%
+376
173
$26K 0.01%
+317
174
$26K 0.01%
+2,334
175
$26K 0.01%
+1,608
5 6
7
8 9