Advisors Preferred Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$83.8M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$31.7M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$31.1M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$31M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$23.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$107M |
| 2 |
Vanguard Financials ETF
VFH
|
+$54.2M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$51.1M |
| 4 |
BellRing Brands
BRBR
|
+$10.5M |
| 5 |
Alerian MLP ETF
AMLP
|
+$8.96M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 10.29% |
| 2 | Technology | 6.76% |
| 3 | Healthcare | 3.53% |
| 4 | Financials | 3.34% |
| 5 | Real Estate | 3.16% |
Similar funds
Advisors Preferred's Q1 2025 Portfolio in Review
As of Q1 2025, Advisors Preferred held 351 positions worth $745M, up 20% from $622M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Advisors Preferred deployed $124M of net new capital in Q1 2025, opening 157 new positions and adding to 48 existing holdings. Its largest new stake was iShares MSCI EAFE ETF: 393,443 shares worth $32.2M.
By sector, the portfolio is most concentrated in Consumer Staples at 10% of assets, up from 6.5% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $107M trimmed.
- Advisors Preferred's largest Q1 2025 buy was iShares MSCI EAFE ETF: 393,443 shares worth $32.2M.
- Advisors Preferred added most to iShares 1-3 Year Treasury Bond ETF in Q1 2025, an estimated $83.8M increase.
- Advisors Preferred's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $107M.
- Advisors Preferred fully exited State Street Technology Select Sector SPDR ETF in Q1 2025, selling an estimated $51.1M.
- Advisors Preferred's ten largest holdings make up 43% of its $745M portfolio in Q1 2025.
- Advisors Preferred opened 157 new positions and closed 113 in Q1 2025.
- Advisors Preferred's portfolio value rose 20% quarter-over-quarter to $745M.
Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.