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
$294M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$29.7M
3
+$25M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.23M

Top Sells

1
+$30.6M
2
+$26.8M
3
+$25.7M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$20.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$10.4M

Sector Composition

1 Consumer Staples 1.32%
2 Consumer Discretionary 1.24%
3 Real Estate 1.24%
4 Financials 1.12%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K 0.01%
148
-4,900
177
$25K 0.01%
+436
178
$25K 0.01%
+1,885
179
$25K 0.01%
+434
180
$25K 0.01%
+291
181
$25K 0.01%
+1,862
182
$25K 0.01%
+261
183
$25K 0.01%
+1,634
184
$25K 0.01%
+1,115
185
$24K 0.01%
792
-1,428
186
$21K 0.01%
+406
187
$20K 0.01%
+249
188
$20K 0.01%
+116
189
$19K 0.01%
146
-2,170
190
$19K 0.01%
126
-2,003
191
$18K 0.01%
+317
192
$18K 0.01%
+1,089
193
$16K 0.01%
219
-731
194
$16K 0.01%
+402
195
$14K ﹤0.01%
+165
196
$14K ﹤0.01%
+409
197
$13K ﹤0.01%
+601
198
$13K ﹤0.01%
+425
199
$13K ﹤0.01%
+171
200
$13K ﹤0.01%
+117
6 7
8
9 10