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
$1.24B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$133M
3
+$94.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$61.4M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$59.7M

Top Sells

1
+$326M
2
+$138M
3
+$85.8M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$71.8M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$19.5M

Sector Composition

1 Consumer Staples 2.05%
2 Utilities 1.45%
3 Healthcare 0.97%
4 Materials 0.75%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,320
152
– –
-1,387
153
– –
-202,300
154
– –
-36,585
155
– –
-2,329
156
– –
-22,474
157
– –
-3,848
158
– –
-2,397
159
– –
-9,511
160
– –
-12,307
161
– –
-95,502
162
– –
-6,158
163
– –
-11,719
164
– –
-6,583
165
– –
-4,069
166
– –
-858
167
– –
-10,180
168
– –
-12,325
169
– –
-1,675
170
– –
-6,408
171
– –
-5,152
172
– –
-42,732
173
– –
-30,119
174
– –
-315
175
– –
-13,308
5 6
7
8 9