Advisors Preferred Portfolio holdings

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.