AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
726
$1K ﹤0.01%
47
727
$1K ﹤0.01%
132
+49
728
$1K ﹤0.01%
20
729
$1K ﹤0.01%
33
+6
730
$1K ﹤0.01%
17
-8
731
$1K ﹤0.01%
30
732
$1K ﹤0.01%
4
733
$1K ﹤0.01%
36
734
$1K ﹤0.01%
17
735
$1K ﹤0.01%
17
736
$1K ﹤0.01%
48
737
$1K ﹤0.01%
11
-15
738
$1K ﹤0.01%
55
739
$1K ﹤0.01%
13
740
$1K ﹤0.01%
31
741
$1K ﹤0.01%
2,000
+477
742
$1K ﹤0.01%
102
743
$1K ﹤0.01%
+4
744
$1K ﹤0.01%
72
745
$1K ﹤0.01%
93
746
$1K ﹤0.01%
121
747
$1K ﹤0.01%
14
748
$1K ﹤0.01%
15
749
$1K ﹤0.01%
77
750
$1K ﹤0.01%
50
28 29
30
31 32