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
$202M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$12.8M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$10.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.87M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.23M

Sector Composition

1 Financials 0.71%
2 Real Estate 0.52%
3 Consumer Staples 0.36%
4 Industrials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
+185
177
$7K ﹤0.01%
+126
178
$7K ﹤0.01%
+291
179
$6K ﹤0.01%
+34
180
$6K ﹤0.01%
+1,895
181
$6K ﹤0.01%
+550
182
$6K ﹤0.01%
+240
183
$6K ﹤0.01%
+831
184
$6K ﹤0.01%
+695
185
$6K ﹤0.01%
+852
186
$6K ﹤0.01%
+585
187
$5K ﹤0.01%
+221
188
$5K ﹤0.01%
+104
189
$5K ﹤0.01%
+73
190
$5K ﹤0.01%
115
+23
191
$5K ﹤0.01%
+387
192
$5K ﹤0.01%
+60
193
$5K ﹤0.01%
+114
194
$5K ﹤0.01%
+99
195
$5K ﹤0.01%
+146
196
$4K ﹤0.01%
+96
197
$3K ﹤0.01%
46
-154
198
$3K ﹤0.01%
192
-511
199
$3K ﹤0.01%
154
-439
200
$3K ﹤0.01%
83
-275
6 7
8
9 10