AI

AdvisorShares Investments Portfolio holdings

AUM $599M
1-Year Est. Return 34.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.16%
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
76
$100K 0.09%
72,079
-4,006
77
$93K 0.08%
9,368
-17,710
78
$87K 0.08%
1,982
-110
79
$80K 0.07%
187
+16
80
– –
-4,018
81
– –
-8,379
82
– –
-8,183
83
– –
-6,958
84
– –
-23,520
85
– –
-6,321
86
– –
-8,722
87
– –
-3,332
88
– –
-11,025
89
– –
-11,466
90
– –
-12,299
91
– –
-7,024
92
– –
-3,577
93
– –
-12,838
94
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-11,956
95
– –
-3,430
96
– –
-4,263
97
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-24,906
98
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-893
99
– –
-23,806
100
– –
-7,252
1 2 3
4
5