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
651
$2K ﹤0.01%
466
+122
652
$2K ﹤0.01%
+80
653
$2K ﹤0.01%
101
654
$2K ﹤0.01%
124
655
$2K ﹤0.01%
36
-3
656
$2K ﹤0.01%
74
657
$2K ﹤0.01%
71
658
$2K ﹤0.01%
36
-13
659
$2K ﹤0.01%
34
660
$2K ﹤0.01%
36
661
$2K ﹤0.01%
13
662
$2K ﹤0.01%
18
663
$2K ﹤0.01%
12
664
$2K ﹤0.01%
32
665
$2K ﹤0.01%
698
666
$2K ﹤0.01%
127
-17
667
$2K ﹤0.01%
261
668
$2K ﹤0.01%
26
669
$2K ﹤0.01%
+6
670
$2K ﹤0.01%
142
-38
671
$2K ﹤0.01%
126
672
$2K ﹤0.01%
127
673
$2K ﹤0.01%
34
674
$2K ﹤0.01%
39
675
$2K ﹤0.01%
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25 26
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28 29