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
$115M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.1M
3
+$3.17M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.33M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.12M

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
+$1.28M

Sector Composition

1 Healthcare 13.82%
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
$600K 0.52%
210,470
+17,790
40
$585K 0.51%
+28,603
41
$582K 0.51%
8,090
+352
42
$569K 0.49%
7,216
-401
43
$568K 0.49%
5,884
+256
44
$558K 0.48%
16,293
+709
45
$530K 0.46%
6,957
-387
46
$526K 0.46%
17,408
+757
47
$517K 0.45%
1,406
-78
48
$499K 0.43%
6,058
-337
49
$463K 0.4%
283
+24
50
$440K 0.38%
7,920
+290
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