Advisors Preferred, LLC
Advisors Preferred, LLC is an SEC-registered investment adviser headquartered in Rockville, Maryland. Founded in 2014, the firm manages and offers mutual fund advisory services, partnering with fund subadvisers to deliver investment solutions. With approximately 9 employees, Advisors Preferred specializes in regulatory compliance, operational support, and the administration of shared trust mutual funds for investment managers, primarily serving investment companies and financial professionals.
Investment Strategy
Advisors Preferred partners with subadvisers to deliver a platform that enables investment professionals to focus on money management while Advisors Preferred handles regulatory, compliance, reporting, and operational requirements. The firm specializes in shared trust mutual fund structures to help reduce costs, streamline fund launches, and speed time to market. Their philosophy emphasizes operational excellence, regulatory oversight, and enabling fund managers to focus on their core competencies in portfolio management.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEF | iShares 7-10 Year Treasury Bond ETF USD Class | 8.13% | $49.3M | 517,005 | $95.92 | $95.77 | +$9.0M |
X XLC | Communication Services Select Sector SPDR Fund USD Class | 5.56% | $33.7M | 312,666 | $108.53 | $108.53 | +$33.7M |
X XLY | Consumer Discretionary Select Sector SPDR Fund | 5.46% | $33.1M | 151,729 | $217.33 | $217.33 | +$33.1M |
E EFA | iShares MSCI EAFE ETF | 4.65% | $28.2M | 316,242 | $81.73 | $89.39 | -$4.0M |
Q QQQM | Invesco Nasdaq 100 ETF USD Class | 3.77% | $22.9M | 101,540 | $177.87 | $227.10 | +$3.6M |