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
$400M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$30.6M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.4M

Top Sells

1
+$30.1M
2
+$29.7M
3
+$25M
4
IYW icon
iShares US Technology ETF
IYW
+$24.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M

Sector Composition

1 Real Estate 1.01%
2 Consumer Discretionary 0.87%
3 Financials 0.68%
4 Industrials 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
+4,611
177
$18K ﹤0.01%
+254
178
$16K ﹤0.01%
216
-1,717
179
$16K ﹤0.01%
105
-79
180
$16K ﹤0.01%
231
-138
181
$16K ﹤0.01%
972
-602
182
$16K ﹤0.01%
182
-135
183
$15K ﹤0.01%
747
-861
184
$15K ﹤0.01%
95
-53
185
$15K ﹤0.01%
201
-137
186
$15K ﹤0.01%
+353
187
$15K ﹤0.01%
594
-396
188
$13K ﹤0.01%
+219
189
$12K ﹤0.01%
+420
190
$12K ﹤0.01%
+299
191
$12K ﹤0.01%
387
-1,605
192
$12K ﹤0.01%
+146
193
$12K ﹤0.01%
36
-1,663
194
$12K ﹤0.01%
153
-297
195
$12K ﹤0.01%
+123
196
$11K ﹤0.01%
+305
197
$11K ﹤0.01%
+296
198
$11K ﹤0.01%
+2,215
199
$11K ﹤0.01%
+453
200
$11K ﹤0.01%
+68
6 7
8
9 10