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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
651
$2K ﹤0.01%
34
652
$2K ﹤0.01%
11
+3
653
$2K ﹤0.01%
39
-10
654
$2K ﹤0.01%
47
+17
655
$2K ﹤0.01%
21
+11
656
$2K ﹤0.01%
+26
657
$2K ﹤0.01%
29
+12
658
$2K ﹤0.01%
8
+3
659
$2K ﹤0.01%
+59
660
$2K ﹤0.01%
+121
661
$2K ﹤0.01%
67
+52
662
$2K ﹤0.01%
+388
663
$2K ﹤0.01%
29
+3
664
$2K ﹤0.01%
+43
665
$2K ﹤0.01%
65
-986
666
$2K ﹤0.01%
151
-114
667
$2K ﹤0.01%
72
+28
668
$2K ﹤0.01%
37
669
$2K ﹤0.01%
+83
670
$2K ﹤0.01%
82
+10
671
$1K ﹤0.01%
41
672
$1K ﹤0.01%
59
673
$1K ﹤0.01%
421
+286
674
$1K ﹤0.01%
+297
675
$1K ﹤0.01%
26
+6
25 26
27
28 29