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AC

Avestar Capital Portfolio holdings

AUM $1.46B
1-Year Est. Return 31.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.5%
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
+$2.65M
2
+$2.29M
3
+$2.11M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.9M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.85M

Top Sells

1
+$3.84M
2
+$3.36M
3
+$1.44M
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$1.43M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

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%
44
-14
752
$1K ﹤0.01%
6
753
$1K ﹤0.01%
114
-32
754
$1K ﹤0.01%
9
+5
755
$1K ﹤0.01%
13
756
$1K ﹤0.01%
74
757
$1K ﹤0.01%
+36
758
$1K ﹤0.01%
54
+35
759
$1K ﹤0.01%
44
760
$1K ﹤0.01%
29
+2
761
$1K ﹤0.01%
22
-54
762
$1K ﹤0.01%
29
763
$1K ﹤0.01%
16
-3
764
$1K ﹤0.01%
8
765
$1K ﹤0.01%
19
+8
766
$1K ﹤0.01%
140
767
$1K ﹤0.01%
16
-13
768
$1K ﹤0.01%
42
+15
769
$1K ﹤0.01%
30
+15
770
$1K ﹤0.01%
26
-87
771
$1K ﹤0.01%
27
772
$1K ﹤0.01%
143
-171
773
$1K ﹤0.01%
69
-171
774
$1K ﹤0.01%
10
-3
775
$1K ﹤0.01%
35
-100
29 30
31
32 33