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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
$173M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.29M
3
+$2.11M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.9M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.85M

Top Sells

1
+$3.84M
2
+$3.36M
3
+$1.44M
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$1.43M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 13.07%
2 Consumer Staples 6.44%
3 Financials 5.94%
4 Consumer Discretionary 5.84%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5K ﹤0.01%
290
-260
552
$5K ﹤0.01%
336
-142
553
$5K ﹤0.01%
214
-28
554
$5K ﹤0.01%
45
555
$5K ﹤0.01%
1,045
-801
556
$5K ﹤0.01%
220
+72
557
$5K ﹤0.01%
141
+15
558
$5K ﹤0.01%
100
+26
559
$5K ﹤0.01%
190
560
$4K ﹤0.01%
306
-281
561
$4K ﹤0.01%
111
562
$4K ﹤0.01%
200
563
$4K ﹤0.01%
94
564
$4K ﹤0.01%
159
-4
565
$4K ﹤0.01%
21
+3
566
$4K ﹤0.01%
29
-25
567
$4K ﹤0.01%
94
+22
568
$4K ﹤0.01%
66
-16
569
$4K ﹤0.01%
84
+9
570
$4K ﹤0.01%
21
571
$4K ﹤0.01%
59
-11
572
$4K ﹤0.01%
30
-7
573
$4K ﹤0.01%
778
-492
574
$4K ﹤0.01%
62
+10
575
$4K ﹤0.01%
147
+25
21 22
23
24 25