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
$198M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$8.66M
3
+$7.84M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.75M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

1
+$3.99M
2
+$3.76M
3
+$3.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.53M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.52M

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.42%
3 Financials 0.32%
4 Energy 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$40.2K 0.02%
1,047
-4,153
177
$40K 0.02%
2,352
-12,378
178
$39.9K 0.02%
2,276
-2,889
179
$39.9K 0.02%
846
-922
180
$39.8K 0.02%
+547
181
$39.7K 0.02%
593
-558
182
$39.4K 0.02%
+2,550
183
$39.1K 0.02%
+408
184
$39K 0.02%
+460
185
$38.3K 0.02%
+2,236
186
$38.2K 0.02%
+820
187
$37.8K 0.02%
1,163
+12
188
$37.7K 0.02%
802
-114
189
$37.5K 0.02%
+3,306
190
$37.4K 0.02%
+1,042
191
$36.3K 0.02%
386
-1,321
192
$35.7K 0.02%
474
-1,711
193
$35.2K 0.02%
+358
194
$35.2K 0.02%
+228
195
$32.8K 0.02%
+1,405
196
$32.4K 0.02%
573
-1,102
197
$32.3K 0.02%
1,332
-28,048
198
$32.2K 0.02%
2,172
-2,382
199
$32.2K 0.02%
1,870
-2,740
200
$30.1K 0.02%
270
-941
6 7
8
9 10