AdvisorShares Focused Ownership
| CWS Etf | USD 67.86 0.15 0.22% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
AdvisorShares |
AdvisorShares Etf Ownership Analysis
AdvisorShares Focused is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 28 constituents with avarage daily trading value of 12.6 K. The fund charges 0.84 percent management fee with a total expences of 1.2 percent of total asset. The fund generated five year return of 12.0%. AdvisorShares Focused holds 99.1% of assets under management (AUM) in equities. This fund last dividend was 0.146 per share. The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. Advisorshares Focused is traded on NYSEARCA Exchange in the United States. For more info on AdvisorShares Focused Equity please contact the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on AdvisorShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding AdvisorShares Focused , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| SYK | Stryker | Stock | |
| BR | Broadridge Financial Solutions | Stock | |
| MCO | Moodys | Stock | |
| CHKP | Check Point Software | Stock | |
| RPM | RPM International | Stock | |
| WAB | Westinghouse Air Brake | Stock | |
| SLGN | Silgan Holdings | Stock | |
| AFL | Aflac Incorporated | Stock | |
| GL | Globe Life | Stock | |
| MLR | Miller Industries | Stock | |
| ZTS | Zoetis Inc | Stock | |
| EGBN | Eagle Bancorp | Stock | |
| SHW | Sherwin Williams Co | Stock | |
| DHR | Danaher | Stock | |
| CSV | Carriage Services | Stock | |
| ROST | Ross Stores | Stock | |
| TREX | Trex Company | Stock | |
| MIDD | Middleby Corp | Stock | |
| HEI | Heico | Stock | |
| FDS | FactSet Research Systems | Stock | |
| TMO | Thermo Fisher Scientific | Stock | |
| SCL | Stepan Company | Stock | |
| ICE | Intercontinental Exchange | Stock | |
| BDX | Becton Dickinson and | Stock |
AdvisorShares Focused Outstanding Bonds
AdvisorShares Focused issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. AdvisorShares Focused uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AdvisorShares bonds can be classified according to their maturity, which is the date when AdvisorShares Focused Equity has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Thematic Opportunities
Explore Investment Opportunities
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AdvisorShares Focused Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
The market value of AdvisorShares Focused is measured differently than its book value, which is the value of AdvisorShares that is recorded on the company's balance sheet. Investors also form their own opinion of AdvisorShares Focused's value that differs from its market value or its book value, called intrinsic value, which is AdvisorShares Focused's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AdvisorShares Focused's market value can be influenced by many factors that don't directly affect AdvisorShares Focused's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AdvisorShares Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if AdvisorShares Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AdvisorShares Focused's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.