AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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
+$1.23M
3
+$1.19M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.09M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$923K

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.3M
5
FJP icon
First Trust Japan AlphaDEX Fund
FJP
+$1.16M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$27K 0.02%
548
-25
352
$27K 0.02%
1,889
353
$27K 0.02%
+1,568
354
$27K 0.02%
83
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355
$27K 0.02%
679
+85
356
$26K 0.02%
993
-59
357
$25K 0.02%
806
358
$25K 0.02%
144
-11
359
$25K 0.02%
246
-6
360
$25K 0.02%
194
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361
$24K 0.02%
282
362
$24K 0.02%
544
-13
363
$22K 0.01%
714
364
$22K 0.01%
14
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365
$22K 0.01%
172
+25
366
$22K 0.01%
355
367
$22K 0.01%
472
368
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297
369
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291
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370
$21K 0.01%
198
371
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379
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372
$21K 0.01%
193
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373
$21K 0.01%
152
374
$21K 0.01%
700
+100
375
$20K 0.01%
547
+150
13 14
15
16 17