AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
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
576
$5K ﹤0.01%
269
577
$5K ﹤0.01%
1,801
578
$5K ﹤0.01%
153
579
$5K ﹤0.01%
356
580
$5K ﹤0.01%
101
581
$5K ﹤0.01%
53
+27
582
$5K ﹤0.01%
+74
583
$4K ﹤0.01%
67
+63
584
$4K ﹤0.01%
111
585
$4K ﹤0.01%
37
-2
586
$4K ﹤0.01%
217
587
$4K ﹤0.01%
159
588
$4K ﹤0.01%
84
589
$4K ﹤0.01%
50
590
$4K ﹤0.01%
40
+25
591
$4K ﹤0.01%
578
592
$4K ﹤0.01%
314
-33
593
$4K ﹤0.01%
79
594
$4K ﹤0.01%
184
595
$4K ﹤0.01%
147
596
$4K ﹤0.01%
14
+6
597
$4K ﹤0.01%
40
598
$4K ﹤0.01%
153
-1,290
599
$4K ﹤0.01%
62
+12
600
$4K ﹤0.01%
52
22 23
24
25 26