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
751
$1K ﹤0.01%
17
-26
752
$1K ﹤0.01%
29
-9
753
$1K ﹤0.01%
91
754
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17
+4
755
$1K ﹤0.01%
62
756
$1K ﹤0.01%
50
757
$1K ﹤0.01%
+37
758
$1K ﹤0.01%
59
759
$1K ﹤0.01%
85
-30
760
$1K ﹤0.01%
38
-47
761
$1K ﹤0.01%
82
+15
762
$1K ﹤0.01%
16
+11
763
$1K ﹤0.01%
41
764
$1K ﹤0.01%
49
-19
765
$1K ﹤0.01%
75
-146
766
$1K ﹤0.01%
+249
767
$1K ﹤0.01%
20
-304
768
$1K ﹤0.01%
199
+124
769
$1K ﹤0.01%
71
770
$1K ﹤0.01%
29
-31
771
$1K ﹤0.01%
25
772
$1K ﹤0.01%
25
773
$1K ﹤0.01%
30
+19
774
$1K ﹤0.01%
114
+22
775
$1K ﹤0.01%
12
-30
29 30
31
32 33