Advisors Preferred Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
+$27.4M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$20.5M |
| 3 |
iShares US Financial Services ETF
IYG
|
+$17.2M |
| 4 |
Invesco KBW Bank ETF
KBWB
|
+$16.3M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$13.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$12.1M |
| 2 |
iShares US Healthcare ETF
IYH
|
+$9.47M |
| 3 |
iShares US Technology ETF
IYW
|
+$9.37M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$8.56M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$5.08M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 1.01% |
| 2 | Technology | 0.66% |
| 3 | Materials | 0.53% |
| 4 | Consumer Staples | 0.41% |
| 5 | Healthcare | 0.39% |
Similar funds
Advisors Preferred's Q4 2017 Portfolio in Review
As of Q4 2017, Advisors Preferred held 297 positions worth $235M, up 36% from $173M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Advisors Preferred deployed $58.1M of net new capital in Q4 2017, opening 91 new positions and adding to 49 existing holdings. Its largest new stake was iShares Russell 2000 Growth ETF: 149,885 shares worth $28M.
By sector, the portfolio is most concentrated in Real Estate at 1% of assets, up from 0.38% a quarter earlier, followed by Technology and Materials.
On the sell side, the largest reduction was iShares MSCI Emerging Markets ETF, an estimated $8.56M trimmed.
- Advisors Preferred's largest Q4 2017 buy was iShares Russell 2000 Growth ETF: 149,885 shares worth $28M.
- Advisors Preferred added most to iShares US Financial Services ETF in Q4 2017, an estimated $17.2M increase.
- Advisors Preferred's biggest Q4 2017 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $8.56M.
- Advisors Preferred fully exited iShares MSCI EAFE ETF in Q4 2017, selling an estimated $12.1M.
- Advisors Preferred's ten largest holdings make up 62% of its $235M portfolio in Q4 2017.
- Advisors Preferred opened 91 new positions and closed 104 in Q4 2017.
- Advisors Preferred's portfolio value rose 36% quarter-over-quarter to $235M.
Based on Advisors Preferred's 13F filing for Q4 2017, filed 12 Feb 2018.