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
626
$3K ﹤0.01%
98
+23
627
$3K ﹤0.01%
65
628
$3K ﹤0.01%
75
-2
629
$3K ﹤0.01%
120
630
$3K ﹤0.01%
9
631
$3K ﹤0.01%
388
632
$3K ﹤0.01%
50
633
$3K ﹤0.01%
341
+85
634
$3K ﹤0.01%
29
635
$3K ﹤0.01%
58
-17
636
$3K ﹤0.01%
151
637
$3K ﹤0.01%
936
+13
638
$3K ﹤0.01%
67
-5
639
$3K ﹤0.01%
34
640
$3K ﹤0.01%
31
641
$3K ﹤0.01%
74
-26
642
$2K ﹤0.01%
37
643
$2K ﹤0.01%
116
644
$2K ﹤0.01%
15
+4
645
$2K ﹤0.01%
83
646
$2K ﹤0.01%
37
647
$2K ﹤0.01%
92
-67
648
$2K ﹤0.01%
30
649
$2K ﹤0.01%
62
+9
650
$2K ﹤0.01%
39
24 25
26
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