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
$198M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$8.66M
3
+$7.84M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.75M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

1
+$3.99M
2
+$3.76M
3
+$3.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.53M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.52M

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.42%
3 Financials 0.32%
4 Energy 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27.8K 0.01%
+846
202
$27.3K 0.01%
352
-3,840
203
$27.1K 0.01%
+1,003
204
$27.1K 0.01%
+878
205
$27K 0.01%
404
-345
206
$26.8K 0.01%
562
-1,354
207
$26.8K 0.01%
+1,514
208
$26.7K 0.01%
+322
209
$26.7K 0.01%
+1,304
210
$26.6K 0.01%
+370
211
$26.5K 0.01%
+184
212
$26.2K 0.01%
+540
213
$26K 0.01%
741
-5,196
214
$25.9K 0.01%
516
+259
215
$25.6K 0.01%
+1,433
216
$25.4K 0.01%
+570
217
$25.4K 0.01%
+355
218
$25.3K 0.01%
+1,927
219
$25.2K 0.01%
732
-160
220
$25.2K 0.01%
+766
221
$25.1K 0.01%
+554
222
$25.1K 0.01%
2,121
-491
223
$25.1K 0.01%
+335
224
$25K 0.01%
+1,043
225
$25K 0.01%
+318
7 8
9
10 11