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
101
$150K 0.06%
2,016
+1,511
102
$148K 0.06%
+3,506
103
$142K 0.06%
1,400
104
$136K 0.06%
4,241
-1,872
105
$126K 0.05%
+1,607
106
$124K 0.05%
+2,778
107
$120K 0.05%
1,926
-1,792
108
$109K 0.05%
1,876
+590
109
$99.9K 0.04%
+2,747
110
$99.1K 0.04%
1,861
+287
111
$94.9K 0.04%
1,956
+211
112
$93.7K 0.04%
+2,636
113
$91.4K 0.04%
+2,811
114
$84.7K 0.04%
+1,897
115
$68K 0.03%
+786
116
$67.6K 0.03%
+1,692
117
$63.9K 0.03%
+683
118
$61.1K 0.03%
+3,023
119
$57.9K 0.02%
+1,025
120
$53.2K 0.02%
1,938
+112
121
$49.2K 0.02%
1,750
+50
122
$47.3K 0.02%
842
-346
123
$41.8K 0.02%
474
-811
124
$36.3K 0.02%
1,111
-117
125
$35.9K 0.02%
585
-63
3 4
5
6 7