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
$308M
AUM Growth
-$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$10.5M
3
+$8.98M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$8.23M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.89M

Top Sells

1
+$47M
2
+$46.9M
3
+$46.7M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$39.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.1M

Sector Composition

1 Technology 6.72%
2 Industrials 6.51%
3 Consumer Staples 5.44%
4 Materials 4.82%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-44,824
227
– –
-56,513
228
– –
-158,407
229
– –
-239
230
– –
-59,103
231
– –
-67,854
232
– –
-6,735
233
– –
-47,634
234
– –
-480
235
– –
-117
236
– –
-111,289
237
– –
-2,156
238
– –
-13,044
239
– –
-2,187
240
– –
-1,741
241
– –
-6,907
242
– –
-559
243
– –
-87,634
244
– –
-93,087
245
– –
-718,552
246
– –
-836
247
– –
-4,711
248
– –
-12,095
249
– –
-327
250
– –
-1,115
7 8 9
10
11