Advisors Preferred Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$260M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$136M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$130M |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$67M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$66.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$67.5M |
| 2 |
iShares Semiconductor ETF
SOXX
|
+$60.5M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$53.9M |
| 4 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$23.5M |
| 5 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$21.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 4.76% |
| 2 | Industrials | 3.33% |
| 3 | Technology | 1.96% |
| 4 | Materials | 1.85% |
| 5 | Healthcare | 1.15% |
Similar funds
Advisors Preferred's Q4 2021 Portfolio in Review
As of Q4 2021, Advisors Preferred held 250 positions worth $1.03B, up 43% from $720M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Advisors Preferred deployed $558M of net new capital in Q4 2021, opening 73 new positions and adding to 51 existing holdings. Its largest new stake was iShares 3-7 Year Treasury Bond ETF: 1,052,960 shares worth $135M.
By sector, the portfolio is most concentrated in Consumer Staples at 4.8% of assets, up from 0.67% a quarter earlier, followed by Industrials and Technology.
On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $67.5M trimmed.
- Advisors Preferred's largest Q4 2021 buy was iShares 3-7 Year Treasury Bond ETF: 1,052,960 shares worth $135M.
- Advisors Preferred added most to iShares 7-10 Year Treasury Bond ETF in Q4 2021, an estimated $260M increase.
- Advisors Preferred's biggest Q4 2021 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $67.5M.
- Advisors Preferred fully exited iShares MSCI EAFE ETF in Q4 2021, selling an estimated $53.9M.
- Advisors Preferred's ten largest holdings make up 61% of its $1.03B portfolio in Q4 2021.
- Advisors Preferred opened 73 new positions and closed 85 in Q4 2021.
- Advisors Preferred's portfolio value rose 43% quarter-over-quarter to $1.03B.
Based on Advisors Preferred's 13F filing for Q4 2021, filed 7 Feb 2022.