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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
$594M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$31.5M
3
+$10.4M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$10.4M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.75M

Top Sells

1
+$61.9M
2
+$35.5M
3
+$18M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$12M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$12M

Sector Composition

1 Industrials 12.1%
2 Consumer Staples 6.45%
3 Financials 1.94%
4 Technology 1.73%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$29.1K ﹤0.01%
287
-644,726
152
$28.2K ﹤0.01%
+8,262
153
$26.1K ﹤0.01%
273
+68
154
$25.6K ﹤0.01%
+322
155
$24.1K ﹤0.01%
+1,109
156
$22K ﹤0.01%
+200
157
$20.8K ﹤0.01%
+100
158
$20.2K ﹤0.01%
+1,825
159
$17.2K ﹤0.01%
+576
160
$14.6K ﹤0.01%
+808
161
$14.1K ﹤0.01%
+62
162
$6.84K ﹤0.01%
+60
163
– –
-350
164
– –
-3,600
165
– –
-25,356
166
– –
-664
167
– –
-133
168
– –
-3,934
169
– –
-8,080
170
– –
-1,295
171
– –
-4,296
172
– –
-39,292
173
– –
-26,161
174
– –
-8,468
175
– –
-51,985
5 6
7
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