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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
$146M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.7M
3
+$3.59M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.2M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$2.62M

Top Sells

1
+$4.06M
2
+$3.84M
3
+$3.06M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.38M

Sector Composition

1 Technology 11.3%
2 Consumer Staples 7.21%
3 Consumer Discretionary 6.17%
4 Healthcare 4.72%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
261
-29
627
$2K ﹤0.01%
44
628
$2K ﹤0.01%
288
-176
629
$2K ﹤0.01%
37
-14
630
$2K ﹤0.01%
30
631
$2K ﹤0.01%
33
632
$2K ﹤0.01%
39
+24
633
$2K ﹤0.01%
71
+37
634
$2K ﹤0.01%
34
-467
635
$2K ﹤0.01%
36
636
$2K ﹤0.01%
13
-4
637
$2K ﹤0.01%
18
+10
638
$2K ﹤0.01%
203
-2,467
639
$2K ﹤0.01%
18
640
$2K ﹤0.01%
19
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641
$2K ﹤0.01%
+164
642
$2K ﹤0.01%
32
+22
643
$2K ﹤0.01%
698
+517
644
$2K ﹤0.01%
156
645
$2K ﹤0.01%
144
-23
646
$2K ﹤0.01%
261
+185
647
$2K ﹤0.01%
26
+19
648
$2K ﹤0.01%
75
+31
649
$2K ﹤0.01%
126
+52
650
$2K ﹤0.01%
127
+54
24 25
26
27 28