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
51
$761K 0.21%
6,892
-469
52
$756K 0.21%
13,714
-819
53
$755K 0.21%
8,406
-364
54
$754K 0.21%
+1,607
55
$747K 0.21%
22,375
+8,059
56
$741K 0.21%
+15,210
57
$737K 0.21%
8,967
-2,321
58
$732K 0.2%
+3,549
59
$725K 0.2%
+4,303
60
$725K 0.2%
+3,340
61
$720K 0.2%
+4,123
62
$720K 0.2%
+3,054
63
$719K 0.2%
31,983
-17,377
64
$717K 0.2%
+7,536
65
$717K 0.2%
+624
66
$714K 0.2%
+2,554
67
$709K 0.2%
+2,775
68
$709K 0.2%
15,451
-3,707
69
$707K 0.2%
+14,128
70
$706K 0.2%
+11,461
71
$696K 0.19%
12,542
-883
72
$683K 0.19%
+22,287
73
$682K 0.19%
19,538
-3,517
74
$669K 0.19%
13,430
-1,634
75
$662K 0.18%
+13,947
1 2
3
4 5