AdvisorShares Investments LLC
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$548.7M
Holdings
275
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QUAL
ISHARES MSCI USA QUALITY
Q1 2026: New position (9.4k shares)
12.8%
02
$NDQ
INVESCO QQQ TRUST SERIES
Q1 2026: Sold 34.9% (93.4k → 60.8k shares)
9.9%
03
$VFF
VILLAGE FARMS INTERNATION
Q1 2026: Exited (was 5.92M shares)
3.1%
04
$IWO
ISHARES RUSSELL 2000 GROW
Q3 2025: Exited (was 7.4k shares)
3.0%
05
$IVLU
ISHARES MSCI INTERNATIONA
Q1 2026: Exited (was 459.5k shares)
2.9%
06
$IMTM
ISHARES MSCI INTL MOMENTU
Q1 2026: Exited (was 350.3k shares)
2.9%
07
$EEMA
ISHARES MSCI EMERG MRKT A
Held since at least Q1 2024
2.9%
08
$MSOS
ADVISORSHARES PURE US CAN
Q1 2026: Exited (was 4.06M shares)
2.7%
09
$FIX
COMFORT SYSTEMS USA INC
Q1 2026: Exited (was 8.1k shares)
1.8%
10
$CASY
CASEY'S GENERAL STORES IN
Q1 2026: Exited (was 13.2k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.