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
776
$1K ﹤0.01%
15
-29
777
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23
-68
778
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73
-278
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212
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780
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5
781
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43
783
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18
784
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+17
785
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309
-35
786
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+65
787
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+36
788
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54
+35
789
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44
790
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29
+2
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22
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795
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11
796
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+12
797
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17
-4
798
$1K ﹤0.01%
57
+14
799
– –
-84
800
$1K ﹤0.01%
31
+14
30 31
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33 34