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
151
$41.2K 0.01%
256
-277,764
152
$40.9K 0.01%
907
153
$40.9K 0.01%
+1,739
154
$40.8K 0.01%
+700
155
$40.6K 0.01%
245
-272,125
156
$40.3K 0.01%
+361
157
$40.3K 0.01%
+964
158
$40.2K 0.01%
517
-9
159
$39.4K 0.01%
396
+14
160
$39.3K 0.01%
+565
161
$39.3K 0.01%
316
+7
162
$38.8K 0.01%
+803
163
$37.4K 0.01%
+405
164
$26.2K 0.01%
+716
165
$24.8K 0.01%
77
+16
166
$19.7K 0.01%
147
-6
167
$17.7K 0.01%
137
-30
168
$17.2K 0.01%
2,194
-719
169
$16.5K 0.01%
652
-457
170
$15.9K 0.01%
128
-589
171
$13.6K ﹤0.01%
143
172
$12.8K ﹤0.01%
+38
173
$11.3K ﹤0.01%
21
-979
174
$11.1K ﹤0.01%
586
175
$10.7K ﹤0.01%
234
5 6
7
8 9