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
$173M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.27M
3
+$2.15M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.87M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.79M

Top Sells

1
+$3.52M
2
+$3.4M
3
+$1.41M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.39M
5
REET icon
iShares Global REIT ETF
REET
+$1.24M

Sector Composition

1 Technology 13.07%
2 Consumer Staples 6.44%
3 Financials 5.94%
4 Consumer Discretionary 5.84%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
15
-4
677
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109
678
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172
+21
679
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117
+11
680
$1K ﹤0.01%
+61
681
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12
682
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-13
683
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20
684
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+32
685
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21
686
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27
687
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15
688
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100
+22
689
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58
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690
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68
691
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128
692
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28
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25
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133
696
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24
697
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24
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698
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134
-176
699
$1K ﹤0.01%
31
+13
700
$1K ﹤0.01%
15
26 27
28
29 30