AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
526
$7K ﹤0.01%
50
527
$7K ﹤0.01%
49
528
$7K ﹤0.01%
222
529
$7K ﹤0.01%
292
530
$7K ﹤0.01%
160
531
$7K ﹤0.01%
158
532
$7K ﹤0.01%
202
533
$7K ﹤0.01%
329
+76
534
$7K ﹤0.01%
281
535
$7K ﹤0.01%
552
536
$7K ﹤0.01%
+12
537
$6K ﹤0.01%
56
+36
538
$6K ﹤0.01%
210
539
$6K ﹤0.01%
123
540
$6K ﹤0.01%
406
-30
541
$6K ﹤0.01%
156
+78
542
$6K ﹤0.01%
53
543
$6K ﹤0.01%
80
-35
544
$6K ﹤0.01%
165
-191
545
$6K ﹤0.01%
236
546
$6K ﹤0.01%
141
547
$6K ﹤0.01%
113
548
$6K ﹤0.01%
203
549
$6K ﹤0.01%
286
550
$6K ﹤0.01%
112
-10
20 21
22
23 24