Advisors Preferred Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$34.2M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$29.2M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$27.7M |
| 4 |
iShares Biotechnology ETF
IBB
|
+$24.9M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$24.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$13.9M |
| 2 |
iShares MBS ETF
MBB
|
+$12.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$9.17M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$6.09M |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$5.33M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 1.64% |
| 2 | Industrials | 0.84% |
| 3 | Consumer Staples | 0.7% |
| 4 | Materials | 0.65% |
| 5 | Technology | 0.63% |
Similar funds
Advisors Preferred's Q2 2020 Portfolio in Review
As of Q2 2020, Advisors Preferred held 195 positions worth $358M, up 120% from $163M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Advisors Preferred deployed $163M of net new capital in Q2 2020, opening 73 new positions and adding to 44 existing holdings. Its largest new stake was First Trust Dow Jones Internet Index Fund ETF: 156,979 shares worth $27.4M.
By sector, the portfolio is most concentrated in Healthcare at 1.6% of assets, up from 0.8% a quarter earlier, followed by Industrials and Consumer Staples.
On the sell side, the largest reduction was Vanguard Short-Term Bond ETF, an estimated $13.9M trimmed.
- Advisors Preferred's largest Q2 2020 buy was First Trust Dow Jones Internet Index Fund ETF: 156,979 shares worth $27.4M.
- Advisors Preferred added most to iShares Russell 1000 Growth ETF in Q2 2020, an estimated $34.2M increase.
- Advisors Preferred's biggest Q2 2020 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $13.9M.
- Advisors Preferred fully exited iShares MBS ETF in Q2 2020, selling an estimated $12.8M.
- Advisors Preferred's ten largest holdings make up 67% of its $358M portfolio in Q2 2020.
- Advisors Preferred opened 73 new positions and closed 61 in Q2 2020.
- Advisors Preferred's portfolio value rose 120% quarter-over-quarter to $358M.
Based on Advisors Preferred's 13F filing for Q2 2020, filed 11 Aug 2020.