We are live on ! Find out more
AP

Advisors Preferred Portfolio holdings

AUM $679M
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$25.4M
3
+$21.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.17M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.97M

Top Sells

1
+$21M
2
+$20.9M
3
+$19.1M
4
PGX icon
Invesco Preferred ETF
PGX
+$8.15M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.29M

Sector Composition

1 Real Estate 1.57%
2 Technology 1.24%
3 Consumer Discretionary 0.97%
4 Industrials 0.94%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-5,726
202
– –
-272
203
– –
-2,133
204
– –
-768
205
– –
-29,236
206
– –
-2,523
207
– –
-653
208
– –
-2,726
209
– –
-779
210
– –
-140
211
– –
-1,125
212
– –
-479
213
– –
-943
214
– –
-7,860
215
– –
-1,312
216
– –
-1,449
217
– –
-548
218
– –
-4,112
219
– –
-428,792
220
– –
-6,153
221
– –
-607
222
– –
-6,709
223
– –
-1,732
224
– –
-617
225
– –
-476
7 8
9
10 11