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
$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
201
$125K 0.04%
9,784
-300
202
$125K 0.04%
944
203
$123K 0.04%
3,600
-1,000
204
$122K 0.04%
436
+320
205
$119K 0.04%
3,762
+500
206
$118K 0.04%
359
+310
207
$117K 0.04%
1,743
+300
208
$115K 0.04%
1,064
-200
209
$113K 0.04%
520
+100
210
$110K 0.03%
600
-200
211
$108K 0.03%
4,976
+2,000
212
$108K 0.03%
1,600
213
$106K 0.03%
+2,800
214
$105K 0.03%
14,365
-29,725
215
$104K 0.03%
26,506
216
$97.7K 0.03%
2,783
-6,000
217
$92.4K 0.03%
1,055
218
$82K 0.03%
7,821
-11,299
219
$81.4K 0.03%
4,936
-6,822
220
$78.1K 0.02%
1,750
221
$77.9K 0.02%
430
-1,000
222
$60.7K 0.02%
688
+138
223
$53.3K 0.02%
395
-3,486
224
$52.5K 0.02%
1,177
-19,567
225
$38.2K 0.01%
170
+34
7 8
9
10 11