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
51
$440K 0.38%
7,743
+337
52
$440K 0.38%
5,850
+2,750
53
$378K 0.33%
1,128
+95
54
$361K 0.31%
6,950
-386
55
$355K 0.31%
23,831
-1,324
56
– –
0
57
$271K 0.24%
2,643
-2,647
58
$265K 0.23%
6,494
-8,155
59
$245K 0.21%
5,536
-308
60
$236K 0.21%
3,231
-2,547
61
$235K 0.2%
11,140
-2,494
62
$208K 0.18%
5,371
-1,349
63
$191K 0.17%
5,600
-5,699
64
$177K 0.15%
1,392
-77
65
$175K 0.15%
3,222
-179
66
$172K 0.15%
1,198
-66
67
$169K 0.15%
25,339
-1,409
68
$150K 0.13%
10,773
-599
69
$144K 0.13%
62,770
-3,489
70
$140K 0.12%
5,945
-54,406
71
$122K 0.11%
2,611
-2,303
72
$121K 0.11%
9,234
+1,087
73
$120K 0.1%
1,100
-921
74
$118K 0.1%
3,034
-169
75
$111K 0.1%
4,131
-230
1 2
3
4 5