AI

AdvisorShares Investments Portfolio holdings

AUM $555M
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.1M
3
+$3.17M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.33M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.12M

Top Sells

1
+$13.7M
2
+$13.5M
3
+$2.39M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.59M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.28M

Sector Composition

1 Healthcare 13.82%
2 Consumer Staples 7.15%
3 Financials 3.48%
4 Real Estate 2.83%
5 Technology 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 23.94%
144,692
+16,628
2
$13.8M 11.97%
+129,377
3
$13.1M 11.35%
+351,460
4
$3.26M 2.83%
42,920
+5,600
5
$2.38M 2.07%
209,669
+17,713
6
$2.33M 2.02%
+20,980
7
$2.27M 1.98%
25,982
+2,201
8
$2.12M 1.84%
+24,500
9
$2.11M 1.83%
+17,500
10
$1.95M 1.69%
681,160
+216,603
11
$1.66M 1.44%
10,530
-2,162
12
$1.35M 1.17%
352,968
+83,253
13
$1.15M 1%
7,995
+676
14
$1.12M 0.98%
2,364
+147
15
$1.08M 0.94%
25,721
-8,807
16
$1.02M 0.89%
335,122
-63,239
17
$961K 0.84%
+252,111
18
$883K 0.77%
18,926
+823
19
$831K 0.72%
3,187
+138
20
$799K 0.69%
27,523
+1,197
21
$782K 0.68%
12,184
+530
22
$776K 0.67%
6,328
+275
23
$776K 0.67%
5,860
+255
24
$771K 0.67%
3,318
+144
25
$769K 0.67%
7,651
+333
1
2 3 4 5