AI

AdvisorShares Investments Portfolio holdings

AUM $599M
1-Year Est. Return 34.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.7M
3
+$3.52M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.32M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.09M

Top Sells

1
+$13.7M
2
+$13.5M
3
+$2.39M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.59M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.41M

Sector Composition

1 Healthcare 13.3%
2 Consumer Staples 7.15%
3 Financials 3.48%
4 Real Estate 2.83%
5 Technology 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$758K 0.66%
3,586
+156
27
$755K 0.66%
8,539
+371
28
$752K 0.65%
18,760
+816
29
$745K 0.65%
9,232
+402
30
$740K 0.64%
11,741
+511
31
$727K 0.63%
3,241
+140
32
$702K 0.61%
7,388
-6,245
33
$680K 0.59%
4,087
+178
34
$677K 0.59%
4,422
+192
35
$673K 0.58%
11,311
+492
36
$663K 0.58%
6,991
+304
37
$647K 0.56%
7,434
-6,341
38
$626K 0.54%
2,208
-123
39
$585K 0.51%
+28,603
40
$582K 0.51%
8,090
+352
41
$569K 0.49%
7,216
-401
42
$568K 0.49%
5,884
+256
43
$558K 0.48%
16,293
+709
44
$530K 0.46%
6,957
-387
45
$526K 0.46%
17,408
+757
46
$517K 0.45%
1,406
-78
47
$499K 0.43%
6,058
-337
48
$463K 0.4%
283
+24
49
$440K 0.38%
5,850
+2,750
50
$440K 0.38%
7,920
+290
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