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
$430M
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$9.72M
3
+$9.47M
4
GRWG icon
GrowGeneration
GRWG
+$8.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.87M

Top Sells

1
+$48.3M
2
+$1.38M
3
+$779K
4
VFF icon
Village Farms International
VFF
+$575K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$562K

Sector Composition

1 Consumer Discretionary 11.03%
2 Consumer Staples 7.16%
3 Healthcare 6.9%
4 Technology 6.8%
5 Real Estate 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,327
152
– –
-20,979
153
– –
-1,389
154
– –
-2,671
155
– –
-11,548
156
– –
-4,460
157
– –
-17,046
158
– –
-11
159
– –
-4,500
160
– –
-4,022
161
– –
-120,587
162
– –
-19,859
3 4 5 6
7