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
$574M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$1.48M
3
+$1.4M
4
INTU icon
Intuit
INTU
+$935K
5
TMO icon
Thermo Fisher Scientific
TMO
+$844K

Top Sells

1
+$39.8M
2
+$1.93M
3
+$1.44M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.09M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$838K

Sector Composition

1 Technology 9.43%
2 Healthcare 8.14%
3 Financials 7.38%
4 Consumer Discretionary 7.32%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$266K 0.05%
22,605
-7,458
202
$262K 0.05%
18,477
-756
203
$258K 0.04%
5,094
-208
204
$253K 0.04%
3,465
-142
205
$252K 0.04%
3,705
-870
206
$251K 0.04%
35,792
+16,536
207
$238K 0.04%
80,002
+29,087
208
$227K 0.04%
3,131
209
$224K 0.04%
+200,000
210
$224K 0.04%
2,350
211
$218K 0.04%
+107,414
212
$214K 0.04%
128,641
+15,948
213
$210K 0.04%
+26,000
214
$192K 0.03%
22,589
+5,624
215
$190K 0.03%
180,992
+4,954
216
$190K 0.03%
1,761
+434
217
$186K 0.03%
1,517
+100
218
$185K 0.03%
3,896
-868
219
$185K 0.03%
51,780
-20,291
220
$177K 0.03%
16,030
+1,918
221
$176K 0.03%
4,210
222
$172K 0.03%
1,100
-532
223
$164K 0.03%
1,583
+668
224
$164K 0.03%
+11,780
225
$164K 0.03%
2,650
7 8
9
10 11