AI

AdvisorShares Investments Portfolio holdings

AUM $599M
1-Year Est. Return 34.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.76M
3
+$7.95M
4
GRWG icon
GrowGeneration
GRWG
+$5.64M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.58M

Top Sells

1
+$45.2M
2
+$1.16M
3
+$591K
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$566K
5
TTD icon
Trade Desk
TTD
+$514K

Sector Composition

1 Consumer Discretionary 11.03%
2 Consumer Staples 7.16%
3 Technology 6.8%
4 Healthcare 6.67%
5 Real Estate 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$248K 0.06%
+5,786
102
$246K 0.06%
3,098
-221
103
$235K 0.05%
+8,866
104
$234K 0.05%
+2,520
105
$230K 0.05%
5,839
-9,217
106
$219K 0.05%
4,853
+2,325
107
$208K 0.05%
4,033
+713
108
$208K 0.05%
2,513
-180
109
$207K 0.05%
29,840
+5,231
110
$204K 0.05%
932
-67
111
$202K 0.05%
+1,519
112
$192K 0.04%
+3,360
113
$180K 0.04%
+840
114
$179K 0.04%
+467
115
$175K 0.04%
840
-6,629
116
$172K 0.04%
1,084
-77
117
$171K 0.04%
4,178
-299
118
$166K 0.04%
+1,053
119
$163K 0.04%
19,708
-1,408
120
$146K 0.03%
1,767
+307
121
$141K 0.03%
1,699
+297
122
$135K 0.03%
1,926
-2,538
123
$123K 0.03%
2,610
-187
124
$118K 0.03%
3,160
-4,226
125
$107K 0.02%
2,204
-2,408
3 4
5
6 7