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
$235M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$19.6M
3
+$5.96M
4
CVNA icon
Carvana
CVNA
+$1.28M
5
TTD icon
Trade Desk
TTD
+$1.21M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$641K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$585K
5
GNLN icon
Greenlane Holdings
GNLN
+$316K

Sector Composition

1 Healthcare 13.11%
2 Technology 6.42%
3 Consumer Discretionary 6.16%
4 Consumer Staples 5.99%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.2M 26.04%
247,110
+102,418
2
$36M 15.34%
768,700
+417,240
3
$22.9M 9.75%
174,845
+45,468
4
$4.26M 1.81%
48,420
+5,500
5
$4.15M 1.77%
866,893
+185,733
6
$3.65M 1.55%
29,758
+3,776
7
$2.59M 1.1%
305,360
+95,691
8
$2.58M 1.1%
40,905
+15,184
9
$2.57M 1.1%
21,258
+3,758
10
$2.52M 1.07%
22,728
+1,748
11
$2.44M 1.04%
567,756
+232,634
12
$2.24M 0.95%
327,239
+75,128
13
$1.95M 0.83%
12,444
+6,116
14
$1.88M 0.8%
6,443
+3,125
15
$1.61M 0.69%
6,911
+3,670
16
$1.59M 0.68%
6,327
-4,203
17
$1.59M 0.68%
9,842
+1,847
18
$1.57M 0.67%
16,046
+8,658
19
$1.48M 0.63%
17,100
-7,400
20
$1.3M 0.55%
51,414
+45,469
21
$1.28M 0.55%
380,685
+27,717
22
$1.28M 0.54%
+10,635
23
$1.21M 0.52%
+29,780
24
$1.2M 0.51%
305
+22
25
$1.17M 0.5%
17,944
-816
1
2 3 4 5