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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
701
$1K ﹤0.01%
58
-54
702
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68
703
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28
+19
704
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29
705
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25
+15
706
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133
707
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708
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75
-146
709
$1K ﹤0.01%
+249
710
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20
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711
$1K ﹤0.01%
199
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712
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25
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30
+19
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$1K ﹤0.01%
114
+22
715
$1K ﹤0.01%
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15
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718
$1K ﹤0.01%
73
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719
$1K ﹤0.01%
212
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720
$1K ﹤0.01%
29
-78
721
$1K ﹤0.01%
43
722
$1K ﹤0.01%
18
723
$1K ﹤0.01%
24
-61
724
$1K ﹤0.01%
+17
725
$1K ﹤0.01%
134
-176
27 28
29
30 31