AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.24M
3
+$1.22M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.13M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$927K

Top Sells

1
+$2M
2
+$1.71M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.2M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$43K 0.03%
876
+231
302
$43K 0.03%
1,019
303
$41K 0.03%
496
304
$41K 0.03%
1,500
305
$41K 0.03%
2,384
+219
306
$41K 0.03%
497
-11
307
$41K 0.03%
2,242
-3,230
308
$40K 0.03%
+1,000
309
$40K 0.03%
500
310
$40K 0.03%
201
311
$39K 0.03%
782
+675
312
$39K 0.03%
1,209
+1,157
313
$39K 0.03%
874
+64
314
$39K 0.03%
+1,044
315
$38K 0.03%
776
-328
316
$38K 0.03%
13,520
+880
317
$37K 0.02%
217
-66
318
$37K 0.02%
735
-216
319
$37K 0.02%
1,516
-5
320
$36K 0.02%
2,480
321
$36K 0.02%
2,060
+2,000
322
$36K 0.02%
636
+18
323
$36K 0.02%
1,812
+160
324
$35K 0.02%
1,497
+1,431
325
$35K 0.02%
887
+238
11 12
13
14 15