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
126
$248K 0.07%
95
+2
127
$242K 0.07%
4,720
+2,098
128
$240K 0.07%
3,964
-232
129
$237K 0.07%
57,915
+16,572
130
$230K 0.06%
21,868
-1,268
131
$219K 0.06%
3,907
+1,244
132
$215K 0.06%
923
-52
133
$213K 0.06%
4,402
-11,304
134
$205K 0.06%
19,708
-292
135
$198K 0.06%
+17,030
136
$186K 0.05%
+7,072
137
$182K 0.05%
128,256
+24,694
138
$175K 0.05%
1,845
+999
139
$170K 0.05%
+1
140
$141K 0.04%
2,607
+69
141
$139K 0.04%
1,780
-3,276
142
$136K 0.04%
3,539
-204
143
$134K 0.04%
3,117
-180
144
$127K 0.04%
1,092
+620
145
$118K 0.03%
16,028
-4,332
146
$116K 0.03%
+7,000
147
$115K 0.03%
1,166
-68
148
$113K 0.03%
1,531
+457
149
$111K 0.03%
5,568
-19,408
150
$108K 0.03%
969
+26
4 5
6
7 8