Advisors Preferred Portfolio holdings

Advisors Preferred's Q1 2014 Portfolio in Review

As of Q1 2014, Advisors Preferred held 511 positions worth $219M, up 21% from $181M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Advisors Preferred deployed $32.3M of net new capital in Q1 2014, opening 153 new positions and adding to 117 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 40,261 shares worth $4.39M.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 96% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was iShares S&P 500 Growth ETF, an estimated $6.46M trimmed.

• Advisors Preferred's largest Q1 2014 buy was iShares 20+ Year Treasury Bond ETF: 40,261 shares worth $4.39M.
• Advisors Preferred added most to State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2014, an estimated $4.73M increase.
• Advisors Preferred's biggest Q1 2014 reduction was iShares S&P 500 Growth ETF, cutting an estimated $6.46M.
• Advisors Preferred fully exited Schwab US Large-Cap Growth ETF in Q1 2014, selling an estimated $3.91M.
• Advisors Preferred's ten largest holdings make up 24% of its $219M portfolio in Q1 2014.
• Advisors Preferred opened 153 new positions and closed 178 in Q1 2014.
• Advisors Preferred's portfolio value rose 21% quarter-over-quarter to $219M.

Based on Advisors Preferred's 13F filing for Q1 2014, filed 14 May 2014.