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
$215M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.8M
3
+$11.4M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$10.1M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.96M

Top Sells

1
+$18M
2
+$13.2M
3
+$12.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.95M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$5.88M

Sector Composition

1 Technology 2.22%
2 Industrials 1.94%
3 Consumer Staples 1.68%
4 Consumer Discretionary 1.4%
5 Materials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.01%
4,598
-8,253
202
$27K 0.01%
1,654
-3,826
203
$26K 0.01%
1,319
-4,338
204
$26K 0.01%
+1,770
205
$23K 0.01%
+282
206
$23K 0.01%
+562
207
$23K 0.01%
+1,182
208
$22K 0.01%
+494
209
$22K 0.01%
+444
210
$22K 0.01%
+292
211
$22K 0.01%
+425
212
$22K 0.01%
+77
213
$19K 0.01%
199
-961
214
$17K 0.01%
146
-91
215
$16K 0.01%
+413
216
$16K 0.01%
187
-14
217
$16K 0.01%
334
-4,276
218
$16K 0.01%
216
-16
219
$16K 0.01%
383
+43
220
$16K 0.01%
91
-22
221
$16K 0.01%
27
222
$16K 0.01%
228
-64
223
$16K 0.01%
83
-16
224
$16K 0.01%
588
-16
225
$16K 0.01%
88
-18
7 8
9
10 11