Advisors Preferred Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$41.4M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$27.6M |
| 3 |
iShares US Real Estate ETF
IYR
|
+$25.9M |
| 4 |
iShares US Healthcare ETF
IYH
|
+$25.2M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$25M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MBS ETF
MBB
|
+$7.4M |
| 2 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$6.83M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.03M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.98M |
| 5 |
VanEck Intermediate Muni ETF
ITM
|
+$2.93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Utilities | 3.16% |
| 2 | Consumer Staples | 1.06% |
| 3 | Real Estate | 0.93% |
| 4 | Consumer Discretionary | 0.74% |
| 5 | Technology | 0.63% |
Similar funds
Advisors Preferred's Q1 2019 Portfolio in Review
As of Q1 2019, Advisors Preferred held 260 positions worth $316M, up 283% from $82.5M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Advisors Preferred deployed $216M of net new capital in Q1 2019, opening 139 new positions and adding to 30 existing holdings. Its largest new stake was iShares MSCI Emerging Markets ETF: 984,421 shares worth $42.3M.
By sector, the portfolio is most concentrated in Utilities at 3.2% of assets, up from 0.99% a quarter earlier, followed by Consumer Staples and Real Estate.
On the sell side, the largest reduction was iShares 7-10 Year Treasury Bond ETF, an estimated $3.03M trimmed.
- Advisors Preferred's largest Q1 2019 buy was iShares MSCI Emerging Markets ETF: 984,421 shares worth $42.3M.
- Advisors Preferred added most to iShares Russell Mid-Cap Growth ETF in Q1 2019, an estimated $27.6M increase.
- Advisors Preferred's biggest Q1 2019 reduction was iShares 7-10 Year Treasury Bond ETF, cutting an estimated $3.03M.
- Advisors Preferred fully exited iShares MBS ETF in Q1 2019, selling an estimated $7.4M.
- Advisors Preferred's ten largest holdings make up 71% of its $316M portfolio in Q1 2019.
- Advisors Preferred opened 139 new positions and closed 71 in Q1 2019.
- Advisors Preferred's portfolio value rose 283% quarter-over-quarter to $316M.
Based on Advisors Preferred's 13F filing for Q1 2019, filed 3 May 2019.