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
$604M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$58.6M
3
+$57.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$35.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.8M

Top Sells

1
+$43.2M
2
+$13.3M
3
+$9.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.08M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.48M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.14%
3 Industrials 3.94%
4 Consumer Discretionary 3.87%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$44.3K 0.01%
+974
177
$43.9K 0.01%
385
-11
178
$43.8K 0.01%
+1,338
179
$43.7K 0.01%
317
-453
180
$43.6K 0.01%
316
181
$43.4K 0.01%
+1,062
182
$42.3K 0.01%
+940
183
$37.5K 0.01%
664
-4,375
184
$36K 0.01%
958
-8,126
185
$31K 0.01%
+600
186
$28.5K ﹤0.01%
+245
187
$28.1K ﹤0.01%
+1,578
188
$27.5K ﹤0.01%
+428
189
$24K ﹤0.01%
+350
190
$23.7K ﹤0.01%
+1,918
191
$21.7K ﹤0.01%
+405
192
$19.3K ﹤0.01%
52
-25
193
$19.2K ﹤0.01%
139
-8
194
$17.5K ﹤0.01%
205
-625
195
$17.1K ﹤0.01%
114
-23
196
$16.9K ﹤0.01%
232
+90
197
$16.4K ﹤0.01%
124
-19
198
$15.7K ﹤0.01%
+1,020
199
$15.6K ﹤0.01%
+2,361
200
$15.1K ﹤0.01%
149
+72
6 7
8
9 10