Advisors Preferred Portfolio holdings

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 Miscellaneous at 85% of assets, down from 94% a quarter earlier, followed by Consumer Staples and Industrials.

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.