AI

AdvisorShares Investments Portfolio holdings

AUM $612M
1-Year Est. Return 33.37%
This Quarter Est. Return
1 Year Est. Return
+33.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$2.14M
3
+$889K
4
HALO icon
Halozyme
HALO
+$857K
5
MCK icon
McKesson
MCK
+$836K

Top Sells

1
+$48.4M
2
+$46.7M
3
+$25.8M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.53M
5
WRB icon
W.R. Berkley
WRB
+$966K

Sector Composition

1 Real Estate 11.18%
2 Healthcare 8.37%
3 Consumer Discretionary 7.77%
4 Consumer Staples 5.94%
5 Industrials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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