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
151
$105K 0.03%
60
+2
152
$105K 0.03%
9,476
+240
153
$102K 0.03%
1,894
-112
154
$101K 0.03%
465
+16
155
$100K 0.03%
406
-1,264
156
$97K 0.03%
3,700
-600
157
$97K 0.03%
789
-48
158
$96K 0.03%
13,266
-11,470
159
$87K 0.02%
2,425
+63
160
$85K 0.02%
1,205
-68
161
$85K 0.02%
279
-16
162
$82K 0.02%
2,120
+53
163
$80K 0.02%
9,236
-68
164
$80K 0.02%
1,918
-112
165
$70K 0.02%
3,696
-2,740
166
$66K 0.02%
587
-532
167
$50K 0.01%
+600
168
$48K 0.01%
576
-1,204
169
$46K 0.01%
+1,482
170
$42K 0.01%
+2,472
171
$37K 0.01%
1,050
+25
172
$35K 0.01%
4,093
+103
173
$31K 0.01%
611
-644
174
$31K 0.01%
2,636
-1,812
175
$30K 0.01%
+6,030
5 6
7
8 9