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AC

Avestar Capital Portfolio holdings

AUM $1.46B
1-Year Est. Return 31.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.7M
3
+$3.59M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.2M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$2.62M

Top Sells

1
+$4.06M
2
+$3.84M
3
+$3.06M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.38M

Sector Composition

1 Technology 11.3%
2 Consumer Staples 7.21%
3 Consumer Discretionary 6.17%
4 Healthcare 4.72%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K 0.01%
160
477
$8K 0.01%
1,274
+791
478
$8K 0.01%
202
479
$8K 0.01%
26
480
$8K 0.01%
336
481
$7K ﹤0.01%
109
+28
482
$7K ﹤0.01%
396
483
$7K ﹤0.01%
+2,664
484
$7K ﹤0.01%
201
+115
485
$7K ﹤0.01%
58
+28
486
$7K ﹤0.01%
240
487
$7K ﹤0.01%
281
488
$7K ﹤0.01%
45
489
$7K ﹤0.01%
346
-39
490
$7K ﹤0.01%
108
491
$7K ﹤0.01%
262
+16
492
$7K ﹤0.01%
211
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493
$7K ﹤0.01%
1,244
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494
$7K ﹤0.01%
292
495
$7K ﹤0.01%
77
496
$7K ﹤0.01%
235
497
$7K ﹤0.01%
101
+39
498
$7K ﹤0.01%
158
+19
499
$7K ﹤0.01%
197
500
$7K ﹤0.01%
321
+277
18 19
20
21 22