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
51
$440K 0.38%
7,743
+337
52
$378K 0.33%
1,128
+95
53
$361K 0.31%
6,950
-386
54
$355K 0.31%
23,831
-1,324
55
– –
0
56
$271K 0.24%
2,643
-2,647
57
$265K 0.23%
6,494
-8,155
58
$245K 0.21%
5,536
-308
59
$236K 0.21%
3,231
-2,547
60
$235K 0.2%
11,140
-2,494
61
$208K 0.18%
5,371
-1,349
62
$191K 0.17%
5,600
-5,699
63
$177K 0.15%
1,392
-77
64
$175K 0.15%
3,222
-179
65
$172K 0.15%
1,198
-66
66
$169K 0.15%
25,339
-1,409
67
$150K 0.13%
10,773
-599
68
$144K 0.13%
62,770
-3,489
69
$140K 0.12%
5,945
-54,406
70
$122K 0.11%
2,611
-2,303
71
$121K 0.11%
9,234
+1,087
72
$120K 0.1%
1,100
-921
73
$118K 0.1%
3,034
-169
74
$111K 0.1%
4,131
-230
75
$104K 0.09%
1,516
-1,739
1 2
3
4 5