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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.37M
3
+$9.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.45M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
+283
177
$9K 0.01%
+516
178
$9K 0.01%
+217
179
$9K 0.01%
+416
180
$9K 0.01%
+90
181
$9K 0.01%
+336
182
$9K 0.01%
+369
183
$9K 0.01%
+918
184
$9K 0.01%
+304
185
$9K 0.01%
+333
186
$8K ﹤0.01%
+139
187
$5K ﹤0.01%
+45
188
$5K ﹤0.01%
+135
189
$5K ﹤0.01%
+335
190
$5K ﹤0.01%
+51
191
$5K ﹤0.01%
+79
192
$5K ﹤0.01%
+80
193
$5K ﹤0.01%
+117
194
$5K ﹤0.01%
+68
195
$5K ﹤0.01%
+115
196
$5K ﹤0.01%
+101
197
$5K ﹤0.01%
+185
198
$5K ﹤0.01%
+70
199
$5K ﹤0.01%
+180
200
$5K ﹤0.01%
123
-186
6 7
8
9 10