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
326
$35K 0.02%
69
+1
327
$35K 0.02%
1,101
+94
328
$33K 0.02%
207
+2
329
$33K 0.02%
1,859
+1,663
330
$33K 0.02%
610
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331
$33K 0.02%
85
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332
$33K 0.02%
265
333
$32K 0.02%
126
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334
$32K 0.02%
79
-4
335
$32K 0.02%
14,051
336
$32K 0.02%
194
+27
337
$32K 0.02%
1,960
-140
338
$31K 0.02%
445
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339
$31K 0.02%
216
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340
$31K 0.02%
129
+1
341
$30K 0.02%
456
+28
342
$30K 0.02%
347
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343
$29K 0.02%
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344
$29K 0.02%
1,035
+65
345
$29K 0.02%
872
-159
346
$28K 0.02%
192
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347
$28K 0.02%
1,500
348
$28K 0.02%
361
-55
349
$28K 0.02%
+2,403
350
$28K 0.02%
3,217
-471
12 13
14
15 16