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
26
$1.18M 0.33%
13,307
-200
27
$1.14M 0.32%
11,257
-170
28
$1.14M 0.32%
16,126
-242
29
$1.1M 0.31%
2,861
-42
30
$1.09M 0.3%
7,629
-114
31
$1.08M 0.3%
4,810
-72
32
$1.07M 0.3%
9,897
-150
33
$1.02M 0.28%
5,141
-76
34
$976K 0.27%
5,677
-86
35
$966K 0.27%
3,551
-54
36
$961K 0.27%
42,371
-638
37
$959K 0.27%
10,200
-154
38
$927K 0.26%
25,985
-390
39
$892K 0.25%
3,985
-60
40
$889K 0.25%
+2,743
41
$871K 0.24%
9,672
+1,557
42
$859K 0.24%
12,226
-184
43
$857K 0.24%
+19,472
44
$836K 0.23%
+2,564
45
$821K 0.23%
7,753
-669
46
$803K 0.22%
+1,563
47
$781K 0.22%
394,503
+23,576
48
$772K 0.21%
5,802
-2,833
49
$764K 0.21%
6,307
+34
50
$762K 0.21%
3,414
-133
1
2
3 4 5