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
$294M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$29.7M
3
+$25M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.23M

Top Sells

1
+$30.6M
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%
+724
154
$33K 0.01%
309
-407
155
$32K 0.01%
+2,925
156
$30K 0.01%
+163
157
$30K 0.01%
454
+9
158
$30K 0.01%
+582
159
$30K 0.01%
+854
160
$30K 0.01%
1,215
+225
161
$30K 0.01%
+230
162
$27K 0.01%
+890
163
$27K 0.01%
+369
164
$27K 0.01%
+1,267
165
$26K 0.01%
+184
166
$26K 0.01%
+338
167
$26K 0.01%
+715
168
$26K 0.01%
+1,351
169
$26K 0.01%
+1,574
170
$26K 0.01%
+376
171
$26K 0.01%
+659
172
$26K 0.01%
+990
173
$26K 0.01%
+317
174
$26K 0.01%
+2,334
175
$26K 0.01%
+1,608
5 6
7
8 9