AI
AdvisorShares Investments Portfolio holdings
AUM
$555M
This Quarter Return
+1.97%
1 Year Return
+19.49%
3 Year Return
+67.68%
5 Year Return
+78.74%
10 Year Return
–
AUM
$518M
AUM Growth
+$518M
(-0.68%)
Cap. Flow
-$8.56M
Cap. Flow
% of AUM
-1.65%
Top 10 Holdings %
Top 10 Hldgs %
46.99%
Holding
345
New
77
Increased
74
Reduced
81
Closed
81
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$56.6M |
| 2 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$41.3M |
| 3 |
iShares Morningstar US Equity ETF
ILCB
|
$10.9M |
| 4 |
Adobe
ADBE
|
$7.07M |
| 5 |
Mueller Industries
MLI
|
$7.03M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$56.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$51.7M |
| 3 |
Aflac
AFL
|
$8.69M |
| 4 |
DRUG
Bright Minds Biosciences
DRUG
|
$6.46M |
| 5 |
Hershey
HSY
|
$6.19M |
Sector Composition
| 1 | Technology | 11.83% |
| 2 | Healthcare | 10.45% |
| 3 | Consumer Discretionary | 9.3% |
| 4 | Industrials | 8.6% |
| 5 | Financials | 7.3% |