AI

AdvisorShares Investments Portfolio holdings

AUM $555M
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$5.78M
3
+$1.02M
4
HSY icon
Hershey
HSY
+$890K
5
MLR icon
Miller Industries
MLR
+$762K

Top Sells

1
+$39.6M
2
+$6.66M
3
+$4.55M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$3.73M
5
HYFM icon
Hydrofarm Holdings
HYFM
+$1.66M

Sector Composition

1 Healthcare 8.13%
2 Consumer Discretionary 7.04%
3 Industrials 6.4%
4 Technology 4.37%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.59%
4,592
+1,380
27
$1.87M 0.58%
17,947
+5,460
28
$1.83M 0.57%
1,344,062
+477,879
29
$1.83M 0.57%
17,058
+5,215
30
$1.8M 0.56%
11,220
+3,420
31
$1.79M 0.56%
17,340
+5,280
32
$1.78M 0.56%
7,970
+2,436
33
$1.73M 0.54%
17,111
+5,220
34
$1.7M 0.53%
26,311
+8,035
35
$1.49M 0.47%
552,347
-17,150
36
$1.44M 0.45%
419,942
-1,329,780
37
$1.11M 0.35%
133,711
-63,970
38
$1.11M 0.35%
17,298
-752
39
$1.05M 0.33%
411,944
+109,022
40
$1.02M 0.32%
+75,409
41
$983K 0.31%
263,074
-52,642
42
$878K 0.27%
60,025
+15,858
43
$875K 0.27%
49,974
-2,006
44
$867K 0.27%
87,307
-3,141
45
$619K 0.19%
3,729
+2,260
46
$575K 0.18%
1,179,738
+78,948
47
$566K 0.18%
7,630
-56
48
$565K 0.18%
26,914
+20,600
49
$489K 0.15%
+2,967
50
$489K 0.15%
14,983
+396
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2
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