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
451
$12K 0.01%
110
452
$12K 0.01%
280
453
$12K 0.01%
241
454
$12K 0.01%
124
455
$12K 0.01%
59
456
$12K 0.01%
1,075
-41
457
$12K 0.01%
171
458
$12K 0.01%
387
459
$12K 0.01%
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460
$12K 0.01%
520
+190
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$12K 0.01%
389
462
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224
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463
$11K 0.01%
135
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464
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465
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466
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467
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468
$11K 0.01%
244
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469
$11K 0.01%
116
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470
$11K 0.01%
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471
$11K 0.01%
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472
$10K 0.01%
146
473
$10K 0.01%
162
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474
$10K 0.01%
354
475
$10K 0.01%
154
+119
17 18
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