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
101
$382K 0.11%
2,410
-417
102
$373K 0.1%
+101,586
103
$371K 0.1%
64,961
-33,750
104
$366K 0.1%
+24,140
105
$351K 0.1%
57,667
-3,778
106
$349K 0.1%
11,488
-301
107
$333K 0.09%
+2,288
108
$330K 0.09%
+21,000
109
$325K 0.09%
+13,100
110
$313K 0.09%
+1,030
111
$300K 0.08%
+6,500
112
$294K 0.08%
+1,600
113
$292K 0.08%
+2,700
114
$286K 0.08%
9,048
+4,248
115
$284K 0.08%
41,294
+21,483
116
$275K 0.08%
40,732
-5,268
117
$274K 0.08%
6,940
-2,899
118
$273K 0.08%
1,568
-1,092
119
$273K 0.08%
2,005
-266
120
$268K 0.07%
139
+37
121
$265K 0.07%
4,039
-244
122
$265K 0.07%
63,047
-7,968
123
$259K 0.07%
2,324
-770
124
$252K 0.07%
2,832
+1,005
125
$248K 0.07%
24,835
+5,461
3 4
5
6 7