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
76
$104K 0.09%
15,161
-17,392
77
$100K 0.09%
72,079
-4,006
78
$93K 0.08%
9,368
-17,710
79
$87K 0.08%
1,982
-110
80
$80K 0.07%
187
+16
81
– –
-8,183
82
– –
-6,958
83
– –
-23,520
84
– –
-6,321
85
– –
-8,722
86
– –
-3,332
87
– –
-11,025
88
– –
-11,466
89
– –
-12,299
90
– –
-7,024
91
– –
-3,577
92
– –
-12,838
93
– –
-11,956
94
– –
-3,430
95
– –
-4,263
96
– –
-24,906
97
– –
-893
98
– –
-23,806
99
– –
-7,252
100
– –
-14,112
2 3
4
5 6