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
$400M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$29.8M
3
+$29.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Top Sells

1
+$30.1M
2
+$29.7M
3
+$25M
4
IYW icon
iShares US Technology ETF
IYW
+$24.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M

Sector Composition

1 Real Estate 1.01%
2 Consumer Discretionary 0.87%
3 Financials 0.68%
4 Industrials 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.01%
+344
152
$33K 0.01%
+1,175
153
$32K 0.01%
+2,158
154
$32K 0.01%
+2,275
155
$32K 0.01%
+181
156
$31K 0.01%
1,502
+387
157
$31K 0.01%
1,110
+220
158
$30K 0.01%
474
+38
159
$30K 0.01%
814
+99
160
$30K 0.01%
1,744
+393
161
$30K 0.01%
511
-3,021
162
$30K 0.01%
473
+97
163
$30K 0.01%
2,633
+299
164
$29K 0.01%
282
-114
165
$29K 0.01%
222
+105
166
$21K 0.01%
+1,029
167
$21K 0.01%
+202
168
$21K 0.01%
+486
169
$21K 0.01%
+590
170
$21K 0.01%
+122
171
$21K 0.01%
+1,805
172
$21K 0.01%
+234
173
$20K 0.01%
+126
174
$20K 0.01%
+845
175
$20K 0.01%
+237
5 6
7
8 9