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
201
$14.2K ﹤0.01%
231
+56
202
$14.2K ﹤0.01%
128
-650
203
$14K ﹤0.01%
1,450
-744
204
$12.2K ﹤0.01%
+78
205
$11.6K ﹤0.01%
+1,295
206
$11.6K ﹤0.01%
198
-36
207
$11.2K ﹤0.01%
47
208
$11.1K ﹤0.01%
2,322
+461
209
$10.2K ﹤0.01%
483
-103
210
$9.91K ﹤0.01%
+627
211
$9.66K ﹤0.01%
660
-71
212
$9.58K ﹤0.01%
+89
213
$9.55K ﹤0.01%
446
214
$9.12K ﹤0.01%
120
-28
215
$8.99K ﹤0.01%
188
-106
216
$8.34K ﹤0.01%
54
+4
217
$8.13K ﹤0.01%
80
-26
218
$7.7K ﹤0.01%
13
-8
219
$7.22K ﹤0.01%
619
+119
220
$7.06K ﹤0.01%
100
-651
221
$6.84K ﹤0.01%
67
-39
222
$6.35K ﹤0.01%
70
+10
223
$5.26K ﹤0.01%
219
224
$1.85K ﹤0.01%
48
225
$1.09K ﹤0.01%
200
7 8
9
10 11