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
$1.01B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$78.2M
3
+$48.3M
4
VUG icon
Vanguard Growth ETF
VUG
+$45.4M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.7M

Top Sells

1
+$74.6M
2
+$62.8M
3
+$50.6M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.4M

Sector Composition

1 Healthcare 1.47%
2 Consumer Discretionary 1.32%
3 Technology 1.09%
4 Financials 0.61%
5 Materials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$175K 0.02%
4,565
+1,199
152
$173K 0.02%
1,200
+600
153
$172K 0.02%
6,372
-5,416
154
$171K 0.02%
2,214
+1,830
155
$153K 0.02%
4,133
-2,015,278
156
$147K 0.01%
+2,547
157
$143K 0.01%
+2,220
158
$136K 0.01%
+1,327
159
$133K 0.01%
+1,483
160
$128K 0.01%
1,781
+633
161
$101K 0.01%
+1,105
162
$100K 0.01%
+2,212
163
$94K 0.01%
+534
164
$90K 0.01%
284
-247
165
$86K 0.01%
1,569
+495
166
$83K 0.01%
+881
167
$81K 0.01%
1,380
+125
168
$75K 0.01%
1,324
-325
169
$69K 0.01%
300
+250
170
$68K 0.01%
2,044
+828
171
$63K 0.01%
1,371
-2,536
172
$62K 0.01%
+1,173
173
$62K 0.01%
1,183
-259,473
174
$59K 0.01%
1,370
-585
175
$55K 0.01%
+900
5 6
7
8 9