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AP
Advisors Preferred Portfolio holdings
AUM
$646M
1-Year Est. Return
32.22%
This Fund
S&P 500
This Quarter
Est. Return
+8.17%
1 Year Est. Return
+32.22%
3 Year Est. Return
+102.43%
5 Year Est. Return
+153.71%
10 Year Est. Return
+649.5%
AUM
$181M
AUM Growth
–
Cap. Flow
+$174M
Cap. Flow
% of AUM
96.32%
Top 10 Holdings %
Top 10 Hldgs %
32.67%
Holding
358
New
358
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 Value ETF
IWN
|
+$6.98M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$6.98M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$6.34M |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$6.29M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$6.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.18% |
| 2 | Industrials | 0.63% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Technology | 0.56% |
| 5 | Healthcare | 0.56% |
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Advisors Preferred's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Advisors Preferred, which disclosed 358 positions worth $181M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is iShares Russell 2000 Value ETF: 73,124 shares worth $7.28M.
By sector, the portfolio is most concentrated in Miscellaneous at 96% of assets, followed by Industrials and Consumer Discretionary.
- Advisors Preferred's largest Q4 2013 buy was iShares Russell 2000 Value ETF: 73,124 shares worth $7.28M.
- Advisors Preferred's ten largest holdings make up 33% of its $181M portfolio in Q4 2013.
- Advisors Preferred disclosed 358 positions in Q4 2013, its first 13F filing on record.
Based on Advisors Preferred's 13F filing for Q4 2013, filed 14 Feb 2014.