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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
776
$1K ﹤0.01%
41
+18
777
$1K ﹤0.01%
147
-39
778
$1K ﹤0.01%
212
+29
779
$1K ﹤0.01%
26
+19
780
$1K ﹤0.01%
84
+71
781
$1K ﹤0.01%
137
782
$1K ﹤0.01%
153
-19
783
$1K ﹤0.01%
17
+14
784
$1K ﹤0.01%
+47
785
$1K ﹤0.01%
66
786
$1K ﹤0.01%
114
787
$1K ﹤0.01%
13
788
$1K ﹤0.01%
289
+207
789
$1K ﹤0.01%
+51
790
$1K ﹤0.01%
65
791
$1K ﹤0.01%
+54
792
$1K ﹤0.01%
34
+5
793
$1K ﹤0.01%
48
-64
794
$1K ﹤0.01%
20
+15
795
$1K ﹤0.01%
157
796
$1K ﹤0.01%
27
-56
797
$1K ﹤0.01%
65
+41
798
$1K ﹤0.01%
14
799
$1K ﹤0.01%
16
800
$1K ﹤0.01%
+34
30 31
32
33 34