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
176
– –
-18,170
177
– –
-1,897
178
– –
-104
179
– –
-15,715
180
– –
-19,798
181
– –
-4,298
182
– –
-1,109
183
– –
-3,825
184
– –
-9,583
185
– –
-5,450
186
– –
-33
187
– –
-5,724
188
– –
-22,231
189
– –
-1,369
190
– –
-20,879
191
– –
-49,029
192
– –
-461
193
– –
-1,652
194
– –
-663
195
– –
-1,021
196
– –
-466
197
– –
-17,588
198
– –
-187
199
– –
-1,404
200
– –
-67,459
6 7
8
9 10