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
$574M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$1.48M
3
+$1.4M
4
INTU icon
Intuit
INTU
+$935K
5
TMO icon
Thermo Fisher Scientific
TMO
+$844K

Top Sells

1
+$39.8M
2
+$1.93M
3
+$1.44M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.09M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$838K

Sector Composition

1 Technology 9.43%
2 Healthcare 8.14%
3 Financials 7.38%
4 Consumer Discretionary 7.32%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.18%
18,205
-436
52
$934K 0.16%
11,825
-284
53
$931K 0.16%
85,406
-2,052
54
$892K 0.16%
29,797
-716
55
$878K 0.15%
124,166
+14,659
56
$841K 0.15%
15,865
-380
57
$819K 0.14%
5,964
+878
58
$810K 0.14%
31,112
-748
59
$776K 0.14%
17,174
-412
60
$775K 0.14%
76,368
-1,836
61
$748K 0.13%
7,128
+4,264
62
$745K 0.13%
65,721
-1,580
63
$743K 0.13%
25,001
-600
64
$740K 0.13%
26,744
-642
65
$738K 0.13%
3,703
-88
66
$714K 0.12%
77,825
-1,870
67
$681K 0.12%
+47,498
68
$663K 0.12%
49,304
-1,184
69
$649K 0.11%
167
+112
70
$645K 0.11%
3,009
-494
71
$642K 0.11%
36,541
-878
72
$641K 0.11%
401
-8
73
$638K 0.11%
6,607
-158
74
$636K 0.11%
14,891
-358
75
$634K 0.11%
2,388
-56
1 2
3
4 5