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

Top Buys

1
+$43.2M
2
+$10.6M
3
+$8.93M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$7.88M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.66M

Top Sells

1
+$45.1M
2
+$45.1M
3
+$44.8M
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
76
$598K 0.19%
6,739
+1,395
77
$595K 0.19%
4,180
+1,480
78
$595K 0.19%
1,458
+478
79
$593K 0.19%
1,497
+343
80
$591K 0.19%
2,557
+650
81
$591K 0.19%
8,582
+2,445
82
$591K 0.19%
+19,345
83
$591K 0.19%
+8,124
84
$589K 0.19%
6,387
+2,057
85
$588K 0.19%
1,216
+274
86
$587K 0.19%
+1,857
87
$587K 0.19%
8,291
+1,819
88
$586K 0.19%
+2,481
89
$583K 0.19%
+2,879
90
$580K 0.19%
3,430
+749
91
$580K 0.19%
+5,657
92
$579K 0.19%
10,442
+2,295
93
$578K 0.19%
+4,768
94
$577K 0.19%
4,847
+1,591
95
$576K 0.19%
3,966
+972
96
$574K 0.19%
2,882
+944
97
$571K 0.19%
8,760
+2,638
98
$569K 0.18%
+9,705
99
$548K 0.18%
+21,703
100
$539K 0.18%
+6,150
2 3
4
5 6