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
601
$4K ﹤0.01%
96
-22
602
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199
-6
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$3K ﹤0.01%
260
604
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98
+23
605
$3K ﹤0.01%
65
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120
608
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9
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610
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50
611
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+44
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$3K ﹤0.01%
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74
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$3K ﹤0.01%
41
615
$3K ﹤0.01%
67
+57
616
$3K ﹤0.01%
82
617
$3K ﹤0.01%
505
+217
618
$3K ﹤0.01%
40
619
$3K ﹤0.01%
33
620
$3K ﹤0.01%
24
621
$3K ﹤0.01%
114
622
$3K ﹤0.01%
139
623
$3K ﹤0.01%
93
624
$3K ﹤0.01%
19
625
$3K ﹤0.01%
18
23 24
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26 27