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
51
$549K 0.36%
2,312
-55
52
$527K 0.35%
6,741
+577
53
$522K 0.34%
16,325
+6,173
54
$515K 0.34%
13,507
-932
55
$514K 0.34%
503
56
$506K 0.33%
5,042
57
$504K 0.33%
4,492
-2,530
58
$502K 0.33%
2,209
-120
59
$478K 0.31%
9,226
+400
60
$477K 0.31%
8,735
-75
61
$462K 0.3%
15,019
-73
62
$451K 0.3%
10,950
63
$433K 0.28%
7,674
-4,760
64
$433K 0.28%
2,938
+296
65
$425K 0.28%
7,538
+703
66
$414K 0.27%
4,794
-7
67
$396K 0.26%
4,171
-309
68
$387K 0.25%
9,869
-316
69
$345K 0.23%
6,173
-373
70
$340K 0.22%
2,406
71
$336K 0.22%
4,459
-1,403
72
$328K 0.22%
6,974
-899
73
$293K 0.19%
3,277
+7
74
$290K 0.19%
7,790
+10
75
$273K 0.18%
1,538
-36
1 2
3
4 5