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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$4.43M
3
+$2.88M
4
FISV
Fiserv Inc
FISV
+$2.42M
5
SYK icon
Stryker
SYK
+$2.37M

Top Sells

1
+$46.8M
2
+$35.9M
3
+$7.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.52M
5
GLD icon
SPDR Gold Trust
GLD
+$1.18M

Sector Composition

1 Healthcare 8.6%
2 Technology 7.52%
3 Consumer Discretionary 6.96%
4 Financials 6.93%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-9,090
302
– –
-24,920
303
– –
-3,361
304
– –
-305,615
305
– –
-3,262
306
– –
-4,886
307
– –
-98,498
308
– –
-7,232
309
– –
-10,531
310
– –
-791
311
– –
-13,985
312
– –
-1,856
313
– –
-976
314
– –
-6,100
315
– –
-3,700
316
– –
-19,161
317
– –
-80,994
318
– –
-1,033
319
– –
-19,504
9 10 11 12
13