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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
$146M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.7M
3
+$3.59M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.2M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$2.62M

Top Sells

1
+$4.06M
2
+$3.84M
3
+$3.06M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.38M

Sector Composition

1 Technology 11.3%
2 Consumer Staples 7.21%
3 Consumer Discretionary 6.17%
4 Healthcare 4.72%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
39
-13
752
$1K ﹤0.01%
58
-8
753
$1K ﹤0.01%
+69
754
$1K ﹤0.01%
24
755
$1K ﹤0.01%
15
+9
756
$1K ﹤0.01%
344
+306
757
$1K ﹤0.01%
22
-34
758
$1K ﹤0.01%
254
+5
759
$1K ﹤0.01%
25
760
$1K ﹤0.01%
25
761
$1K ﹤0.01%
36
+6
762
$1K ﹤0.01%
12
763
$1K ﹤0.01%
50
+41
764
$1K ﹤0.01%
124
+51
765
$1K ﹤0.01%
34
+11
766
$1K ﹤0.01%
+16
767
$1K ﹤0.01%
46
768
$1K ﹤0.01%
15
769
$1K ﹤0.01%
48
770
$1K ﹤0.01%
45
+35
771
$1K ﹤0.01%
83
+35
772
$1K ﹤0.01%
25
-28
773
$1K ﹤0.01%
89
774
$1K ﹤0.01%
+12
775
$1K ﹤0.01%
216
+118
29 30
31
32 33