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
$369M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$32.1M
3
+$25.5M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.7M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.83M

Top Sells

1
+$36.3M
2
+$30.7M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.2M

Sector Composition

1 Consumer Discretionary 2.33%
2 Consumer Staples 1.31%
3 Technology 1.14%
4 Industrials 1.13%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K 0.03%
+3,448
152
$103K 0.03%
2,200
-1,158
153
$99K 0.03%
+1,176
154
$99K 0.03%
+24,765
155
$98K 0.03%
1,688
+1,177
156
$98K 0.03%
+669
157
$98K 0.03%
+916
158
$98K 0.03%
1,391
-223
159
$98K 0.03%
+1,528
160
$98K 0.03%
+2,052
161
$94K 0.03%
+1,020
162
$71K 0.02%
+313
163
$71K 0.02%
+1,188
164
$71K 0.02%
+657
165
$71K 0.02%
+576
166
$71K 0.02%
+4,691
167
$70K 0.02%
+1,458
168
$70K 0.02%
+1,521
169
$70K 0.02%
+1,083
170
$67K 0.02%
+821
171
$63K 0.02%
+1,498
172
$62K 0.02%
1,232
-996
173
$59K 0.02%
+2,330
174
$56K 0.02%
+1,193
175
$52K 0.01%
+972
5 6
7
8 9