AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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
+$1.23M
3
+$1.19M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.09M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$923K

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.3M
5
FJP icon
First Trust Japan AlphaDEX Fund
FJP
+$1.16M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6K ﹤0.01%
93
-7
552
$6K ﹤0.01%
272
553
$6K ﹤0.01%
173
+32
554
$6K ﹤0.01%
137
+23
555
$6K ﹤0.01%
+10
556
$6K ﹤0.01%
26
557
$6K ﹤0.01%
30,578
-2,570
558
$6K ﹤0.01%
205
559
$5K ﹤0.01%
73
560
$5K ﹤0.01%
132
561
$5K ﹤0.01%
59
+42
562
$5K ﹤0.01%
27
563
$5K ﹤0.01%
38
564
$5K ﹤0.01%
490
+104
565
$5K ﹤0.01%
45
-11,830
566
$5K ﹤0.01%
94
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567
$5K ﹤0.01%
121
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568
$5K ﹤0.01%
371
569
$5K ﹤0.01%
150
570
$5K ﹤0.01%
88
571
$5K ﹤0.01%
41
+20
572
$5K ﹤0.01%
290
573
$5K ﹤0.01%
+75
574
$5K ﹤0.01%
114
575
$5K ﹤0.01%
206
+29
21 22
23
24 25