AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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
+$1.23M
3
+$1.19M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.09M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$923K

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.3M
5
FJP icon
First Trust Japan AlphaDEX Fund
FJP
+$1.16M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
22
727
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20
-13
728
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251
+153
729
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61
+59
730
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25
731
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25
732
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12
733
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734
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-11
735
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15
736
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5
737
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738
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186
+36
739
$1K ﹤0.01%
43
740
$1K ﹤0.01%
18
741
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13
742
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35
-2,978
743
$1K ﹤0.01%
289
744
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51
745
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30
746
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12
747
$1K ﹤0.01%
+35
748
$1K ﹤0.01%
21
+16
749
$1K ﹤0.01%
34
750
$1K ﹤0.01%
22
28 29
30
31 32