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
51
$597K 0.25%
3,678
-240
52
$597K 0.25%
+11,473
53
$596K 0.25%
3,321
-41
54
$594K 0.25%
+2,864
55
$594K 0.25%
14,799
+425
56
$589K 0.25%
2,250
-8,091
57
$588K 0.25%
+1,160
58
$588K 0.25%
+8,786
59
$587K 0.25%
+1,961
60
$587K 0.25%
25,170
+22,374
61
$584K 0.25%
+2,814
62
$580K 0.25%
2,556
+60
63
$580K 0.25%
+4,077
64
$579K 0.25%
3,716
-749
65
$574K 0.24%
+11,201
66
$569K 0.24%
+2,394
67
$563K 0.24%
+8,212
68
$537K 0.23%
+8,799
69
$514K 0.22%
+21,397
70
$508K 0.22%
+3,875
71
$500K 0.21%
+18,867
72
$484K 0.21%
+19,413
73
$471K 0.2%
+6,241
74
$464K 0.2%
14,583
+11,879
75
$430K 0.18%
12,655
+2,850
1 2
3
4 5