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

Top Buys

1
+$2.64M
2
+$2.27M
3
+$2.15M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.87M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.79M

Top Sells

1
+$3.52M
2
+$3.4M
3
+$1.41M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.39M
5
REET icon
iShares Global REIT ETF
REET
+$1.24M

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%
34
-113
702
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32
+19
703
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49
704
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89
705
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+23
706
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15
707
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23
-34
708
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709
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97
+34
710
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8
-16
711
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76
+40
712
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169
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713
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26
-133
714
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66
+6
715
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14
-11
716
$1K ﹤0.01%
17
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717
$1K ﹤0.01%
97
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718
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44
-14
719
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6
720
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114
-32
721
$1K ﹤0.01%
9
+5
722
$1K ﹤0.01%
+110
723
$1K ﹤0.01%
13
724
$1K ﹤0.01%
74
725
$1K ﹤0.01%
15
+6
27 28
29
30 31