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
676
$2K ﹤0.01%
34
677
$2K ﹤0.01%
64
678
$2K ﹤0.01%
1,010
-1
679
$2K ﹤0.01%
43
680
$2K ﹤0.01%
65
681
$2K ﹤0.01%
530
-13
682
$2K ﹤0.01%
208
683
$2K ﹤0.01%
70
684
$2K ﹤0.01%
30
685
$2K ﹤0.01%
228
-33
686
$2K ﹤0.01%
33
687
$1K ﹤0.01%
29
-4
688
$1K ﹤0.01%
16
689
$1K ﹤0.01%
10
690
$1K ﹤0.01%
63
691
$1K ﹤0.01%
88
692
$1K ﹤0.01%
114
693
$1K ﹤0.01%
35
-2,978
694
$1K ﹤0.01%
+542
695
$1K ﹤0.01%
289
696
$1K ﹤0.01%
11
-15
697
$1K ﹤0.01%
55
698
$1K ﹤0.01%
48
699
$1K ﹤0.01%
713
700
$1K ﹤0.01%
21
26 27
28
29 30