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
$292M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$48.7M
3
+$32.6M
4
AMLP icon
Alerian MLP ETF
AMLP
+$11.1M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.72M

Top Sells

1
+$70.5M
2
+$17.4M
3
+$6.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.45M
5
CNX icon
CNX Resources
CNX
+$4.58M

Sector Composition

1 Industrials 3.57%
2 Consumer Discretionary 3.5%
3 Consumer Staples 2.98%
4 Energy 2.72%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.66%
11,642
+7,528
27
$1.86M 0.64%
+30,705
28
$1.86M 0.64%
12,847
-21,459
29
$1.86M 0.64%
46,947
-440,060
30
$1.85M 0.63%
29,592
-45,975
31
$1.85M 0.63%
25,009
-44,164
32
$1.75M 0.6%
+26,377
33
$1.6M 0.55%
5,002
-9,313
34
$1.32M 0.45%
+61,925
35
$1.3M 0.45%
+143,222
36
$1.26M 0.43%
+3,243
37
$1.25M 0.43%
+17,592
38
$1.25M 0.43%
6,764
-980
39
$1.22M 0.42%
+8,341
40
$1.21M 0.41%
+34,779
41
$1.11M 0.38%
+213,541
42
$1.11M 0.38%
+23,337
43
$1.05M 0.36%
+26,622
44
$954K 0.33%
14,644
+5,845
45
$867K 0.3%
+37,807
46
$855K 0.29%
17,650
+5,048
47
$845K 0.29%
+9,635
48
$816K 0.28%
26,932
+16,721
49
$550K 0.19%
+87,627
50
$510K 0.17%
+1,453
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