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
201
$11K ﹤0.01%
+1,995
202
$11K ﹤0.01%
+30
203
$10K ﹤0.01%
+120
204
$10K ﹤0.01%
+446
205
$10K ﹤0.01%
+265
206
$9K ﹤0.01%
+275
207
$9K ﹤0.01%
+718
208
$7K ﹤0.01%
+70
209
$7K ﹤0.01%
+30
210
$5K ﹤0.01%
+35
211
$5K ﹤0.01%
+30
212
$5K ﹤0.01%
+90
213
$5K ﹤0.01%
+863
214
$3K ﹤0.01%
+4
215
$2K ﹤0.01%
+35
216
– –
-5,043
217
– –
-14,060
218
– –
-2,431
219
– –
-5,200
220
– –
-5,448
221
– –
-7,328
222
– –
-8,200
223
– –
-2,935
224
– –
-13,800
225
– –
-22,976
7 8
9
10 11