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
$604M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$58.6M
3
+$57.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$35.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.8M

Top Sells

1
+$43.2M
2
+$13.3M
3
+$9.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.08M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.48M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.14%
3 Industrials 3.94%
4 Consumer Discretionary 3.87%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$98.1K 0.02%
395
+156
152
$97.8K 0.02%
1,863
-3,861
153
$96.3K 0.02%
+2,171
154
$95.7K 0.02%
+1,106
155
$95.3K 0.02%
133
+32
156
$94.1K 0.02%
168
+41
157
$93.3K 0.02%
740
+379
158
$90.3K 0.02%
+977
159
$87.6K 0.01%
151
+36
160
$82.3K 0.01%
+2,563
161
$79K 0.01%
+26,161
162
$68.8K 0.01%
+1,668
163
$66.2K 0.01%
+3,934
164
$62.6K 0.01%
639
-832
165
$61.8K 0.01%
+612
166
$52.8K 0.01%
+1,026
167
$49.5K 0.01%
+474
168
$48.1K 0.01%
+903
169
$47.3K 0.01%
+1,351
170
$46.2K 0.01%
+659
171
$45.7K 0.01%
153
-28,402
172
$45.4K 0.01%
439
+34
173
$45.4K 0.01%
569
174
$44.6K 0.01%
+862
175
$44.6K 0.01%
907
5 6
7
8 9