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
$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
751
$1K ﹤0.01%
61
+14
752
$1K ﹤0.01%
28
753
$1K ﹤0.01%
57
754
$1K ﹤0.01%
13
755
$1K ﹤0.01%
51
756
$1K ﹤0.01%
30
757
$1K ﹤0.01%
12
758
$1K ﹤0.01%
+35
759
$1K ﹤0.01%
21
+16
760
$1K ﹤0.01%
34
761
$1K ﹤0.01%
22
762
$1K ﹤0.01%
213
+115
763
$1K ﹤0.01%
71
+23
764
$1K ﹤0.01%
20
765
$1K ﹤0.01%
27
766
$1K ﹤0.01%
62
-3
767
$1K ﹤0.01%
14
768
$1K ﹤0.01%
16
769
$1K ﹤0.01%
34
770
$1K ﹤0.01%
47
771
$1K ﹤0.01%
17
772
$1K ﹤0.01%
48
773
$1K ﹤0.01%
13
774
$1K ﹤0.01%
31
775
$1K ﹤0.01%
2,000
+477
29 30
31
32 33