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
26
$1.29M 0.85%
16,960
-11,896
27
$1.29M 0.85%
+78,824
28
$1.28M 0.84%
145,034
-45
29
$1.27M 0.83%
8,518
+6,237
30
$1.24M 0.82%
31,467
+28,592
31
$1.24M 0.82%
+36,973
32
$1.24M 0.81%
21,580
+3,980
33
$1.23M 0.81%
21,626
+6,945
34
$1.22M 0.8%
+50,919
35
$981K 0.64%
4,906
+130
36
$950K 0.62%
11,559
+60
37
$937K 0.62%
34,434
-17,334
38
$898K 0.59%
33,240
-16,994
39
$885K 0.58%
5,871
-4,501
40
$883K 0.58%
6,527
-32
41
$874K 0.57%
16,662
-102
42
$859K 0.56%
7,527
+1,070
43
$812K 0.53%
24,845
-4,840
44
$769K 0.51%
11,892
+26
45
$661K 0.43%
3,381
+15
46
$638K 0.42%
7,629
+568
47
$615K 0.4%
10,760
+120
48
$599K 0.39%
6,884
+239
49
$579K 0.38%
3,243
50
$552K 0.36%
3,528
+785
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