AP

Advisors Preferred Portfolio holdings

AUM $614M
1-Year Est. Return 21.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.66%
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 6.06%
3 Consumer Staples 5.44%
4 Materials 5.27%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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267
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268
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