AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
676
$2K ﹤0.01%
34
677
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39
678
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21
679
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34
680
$2K ﹤0.01%
64
681
$2K ﹤0.01%
1,010
-1
682
$2K ﹤0.01%
43
683
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65
684
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530
-13
685
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208
686
$2K ﹤0.01%
70
687
$1K ﹤0.01%
16
688
$1K ﹤0.01%
803
689
$1K ﹤0.01%
39
690
$1K ﹤0.01%
15
691
$1K ﹤0.01%
12
692
$1K ﹤0.01%
25
693
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+18
694
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37
+1
695
$1K ﹤0.01%
59
696
$1K ﹤0.01%
71
+12
697
$1K ﹤0.01%
96
698
$1K ﹤0.01%
17
699
$1K ﹤0.01%
20
700
$1K ﹤0.01%
32
26 27
28
29 30