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

Top Buys

1
+$2.65M
2
+$2.29M
3
+$2.11M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.9M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.85M

Top Sells

1
+$3.84M
2
+$3.36M
3
+$1.44M
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$1.43M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

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%
171
+92
677
$1K ﹤0.01%
57
-38
678
$1K ﹤0.01%
26
679
$1K ﹤0.01%
15
-4
680
$1K ﹤0.01%
109
681
$1K ﹤0.01%
128
682
$1K ﹤0.01%
16
+11
683
$1K ﹤0.01%
21
684
$1K ﹤0.01%
71
685
$1K ﹤0.01%
29
-31
686
$1K ﹤0.01%
25
687
$1K ﹤0.01%
5
688
$1K ﹤0.01%
26
-133
689
$1K ﹤0.01%
24
-87
690
$1K ﹤0.01%
14
691
$1K ﹤0.01%
+55
692
$1K ﹤0.01%
14
+9
693
$1K ﹤0.01%
17
+4
694
$1K ﹤0.01%
38
-47
695
$1K ﹤0.01%
82
+15
696
$1K ﹤0.01%
20
697
$1K ﹤0.01%
+32
698
$1K ﹤0.01%
27
699
$1K ﹤0.01%
15
700
$1K ﹤0.01%
100
+22
26 27
28
29 30