AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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
+$1.23M
3
+$1.19M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.09M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$923K

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.3M
5
FJP icon
First Trust Japan AlphaDEX Fund
FJP
+$1.16M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
34
677
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64
678
$2K ﹤0.01%
1,010
-1
679
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43
680
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65
681
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530
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682
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208
683
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684
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685
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686
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30
687
$1K ﹤0.01%
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688
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+4
689
$1K ﹤0.01%
72
690
$1K ﹤0.01%
67
691
$1K ﹤0.01%
59
692
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693
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104
-2
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71
+12
695
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96
696
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14
697
$1K ﹤0.01%
+542
698
$1K ﹤0.01%
48
699
$1K ﹤0.01%
713
700
$1K ﹤0.01%
21
26 27
28
29 30