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
$235M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$18.6M
3
+$8.61M
4
HXL icon
Hexcel
HXL
+$6.5M
5
CNX icon
CNX Resources
CNX
+$4.45M

Top Sells

1
+$9.86M
2
+$6.08M
3
+$2.34M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.18M
5
AMGN icon
Amgen
AMGN
+$2.12M

Sector Composition

1 Industrials 6.78%
2 Healthcare 6.5%
3 Energy 6.29%
4 Consumer Staples 4.69%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.79%
32,848
-14,473
27
$1.79M 0.76%
94,007
+83,005
28
$1.73M 0.74%
+11,027
29
$1.69M 0.72%
+90,973
30
$1.62M 0.69%
+12,580
31
$1.32M 0.56%
7,744
+82
32
$740K 0.32%
+31,992
33
$638K 0.27%
19,294
+12,967
34
$632K 0.27%
+19,754
35
$617K 0.26%
3,718
+8
36
$615K 0.26%
+4,490
37
$613K 0.26%
+77,162
38
$612K 0.26%
+1,133
39
$611K 0.26%
4,181
-233
40
$610K 0.26%
+4,114
41
$608K 0.26%
7,683
-94
42
$605K 0.26%
+6,934
43
$603K 0.26%
+12,602
44
$601K 0.26%
7,955
-600
45
$601K 0.26%
+5,668
46
$600K 0.26%
4,379
-455
47
$598K 0.25%
17,576
+2,910
48
$597K 0.25%
+1,251
49
$597K 0.25%
+2,421
50
$597K 0.25%
9,488
-424
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2
3 4 5