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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
776
$1K ﹤0.01%
17
777
$1K ﹤0.01%
5
778
$1K ﹤0.01%
246
+58
779
$1K ﹤0.01%
28
780
$1K ﹤0.01%
117
+11
781
$1K ﹤0.01%
+61
782
$1K ﹤0.01%
12
783
$1K ﹤0.01%
16
-13
784
$1K ﹤0.01%
9
785
$1K ﹤0.01%
632
+366
786
$1K ﹤0.01%
11
787
$1K ﹤0.01%
+12
788
$1K ﹤0.01%
17
-4
789
$1K ﹤0.01%
57
+14
790
– –
-84
791
$1K ﹤0.01%
31
+14
792
$1K ﹤0.01%
28
-77
793
$1K ﹤0.01%
39
-14
794
$1K ﹤0.01%
1,327
+24
795
$1K ﹤0.01%
44
+27
796
$1K ﹤0.01%
72
-112
797
$1K ﹤0.01%
+110
798
$1K ﹤0.01%
17
-26
799
$1K ﹤0.01%
29
-9
800
$1K ﹤0.01%
91
30 31
32
33 34