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AP

Advisors Preferred Portfolio holdings

AUM $679M
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$62.9M
3
+$51.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$43.9M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$42.6M

Top Sells

1
+$46.6M
2
+$33.9M
3
+$10.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Sector Composition

1 Healthcare 2.34%
2 Technology 1.3%
3 Financials 0.92%
4 Industrials 0.83%
5 Consumer Staples 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36K 0.01%
310
-1,591
152
$34K ﹤0.01%
+1,251
153
$34K ﹤0.01%
182
-1,001
154
$32K ﹤0.01%
+505
155
$29K ﹤0.01%
+1,087
156
$27K ﹤0.01%
+384
157
$23K ﹤0.01%
438
-3,348
158
$23K ﹤0.01%
+250
159
$21K ﹤0.01%
437
-7,548
160
$19K ﹤0.01%
+1,192
161
$13K ﹤0.01%
+943
162
$13K ﹤0.01%
+1,197
163
$11K ﹤0.01%
+50
164
$11K ﹤0.01%
338
-1,508
165
– –
-56,943
166
– –
-7,991
167
– –
-4,721
168
– –
-7,800
169
– –
-71,590
170
– –
-25,596
171
– –
-1,307
172
– –
-40,307
173
– –
-15,819
174
– –
-13,112
175
– –
-10,095
5 6
7
8 9