AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
726
$1K ﹤0.01%
41
727
$1K ﹤0.01%
49
-19
728
$1K ﹤0.01%
49
729
$1K ﹤0.01%
600
730
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59
+16
731
$1K ﹤0.01%
14
-4
732
$1K ﹤0.01%
27
733
$1K ﹤0.01%
+20
734
$1K ﹤0.01%
75
735
$1K ﹤0.01%
171
+92
736
$1K ﹤0.01%
57
-38
737
$1K ﹤0.01%
18
738
$1K ﹤0.01%
32
+19
739
$1K ﹤0.01%
44
-14
740
$1K ﹤0.01%
6
741
$1K ﹤0.01%
17
-4
742
$1K ﹤0.01%
172
+21
743
$1K ﹤0.01%
46
744
$1K ﹤0.01%
+110
745
$1K ﹤0.01%
20
746
$1K ﹤0.01%
+32
747
$1K ﹤0.01%
21
748
$1K ﹤0.01%
27
749
$1K ﹤0.01%
15
750
$1K ﹤0.01%
100
+22
28 29
30
31 32