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
126
$118K 0.04%
+8,605
127
$114K 0.04%
+2,872
128
$111K 0.04%
+4,253
129
$110K 0.04%
770
+462
130
$110K 0.04%
+2,714
131
$109K 0.04%
1,857
+1,064
132
$95.6K 0.03%
1,100
-400
133
$79.1K 0.03%
+2,737
134
$77.2K 0.03%
+778
135
$63.2K 0.02%
830
+30
136
$60.1K 0.02%
+239
137
$59.9K 0.02%
+115
138
$59.2K 0.02%
+1,084
139
$59K 0.02%
+114
140
$58.8K 0.02%
+751
141
$58.8K 0.02%
+101
142
$58.6K 0.02%
191
-1,476
143
$58.5K 0.02%
+127
144
$58.3K 0.02%
+291
145
$57.7K 0.02%
+996
146
$57.7K 0.02%
+618
147
$47.9K 0.02%
+1,600
148
$45.9K 0.01%
+1,302
149
$42K 0.01%
568
+58
150
$41.8K 0.01%
569
4 5
6
7 8