AI

AdvisorShares Investments Portfolio holdings

AUM $555M
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$5.78M
3 +$1.02M
4
HSY icon
Hershey
HSY
+$890K
5
MLR icon
Miller Industries
MLR
+$762K

Top Sells

1 +$39.6M
2 +$6.66M
3 +$4.55M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$3.73M
5
HYFM icon
Hydrofarm Holdings
HYFM
+$1.66M

Sector Composition

1 Healthcare 8.13%
2 Consumer Discretionary 7.04%
3 Industrials 6.4%
4 Technology 4.37%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$413K 0.13%
3,650
-540
102
$412K 0.13%
+9,495
103
$411K 0.13%
3,818
-42
104
$410K 0.13%
3,035
-33
105
$410K 0.13%
+16,419
106
$409K 0.13%
+14,936
107
$408K 0.13%
+12,760
108
$408K 0.13%
+8,903
109
$408K 0.13%
+841
110
$407K 0.13%
35,488
+1,955
111
$406K 0.13%
9,946
-110
112
$405K 0.13%
15,528
-171
113
$403K 0.13%
+14,342
114
$400K 0.12%
+4,748
115
$399K 0.12%
+3,561
116
$398K 0.12%
10,405
-115
117
$398K 0.12%
1,543
+183
118
$397K 0.12%
+5,242
119
$396K 0.12%
16,535
-28,809
120
$396K 0.12%
32,966
+13,000
121
$395K 0.12%
+14,441
122
$394K 0.12%
13,157
-145
123
$394K 0.12%
2,414
-27
124
$394K 0.12%
2,524
-28
125
$393K 0.12%
+4,253