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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
576
$4K ﹤0.01%
27
+3
577
$4K ﹤0.01%
83
-10
578
$4K ﹤0.01%
88
579
$4K ﹤0.01%
32
580
$4K ﹤0.01%
70
+31
581
$4K ﹤0.01%
862
+125
582
$4K ﹤0.01%
330
583
$4K ﹤0.01%
205
584
$4K ﹤0.01%
161
+36
585
$4K ﹤0.01%
15
586
$4K ﹤0.01%
40
587
$3K ﹤0.01%
42
+7
588
$3K ﹤0.01%
86
-10,114
589
$3K ﹤0.01%
464
-158
590
$3K ﹤0.01%
291
+114
591
$3K ﹤0.01%
33
592
$3K ﹤0.01%
24
+4
593
$3K ﹤0.01%
52
+10
594
$3K ﹤0.01%
56
-4
595
$3K ﹤0.01%
50
596
$3K ﹤0.01%
139
+30
597
$3K ﹤0.01%
592
-38
598
$3K ﹤0.01%
93
-222
599
$3K ﹤0.01%
386
-22
600
$3K ﹤0.01%
36
22 23
24
25 26