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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
801
$1K ﹤0.01%
62
802
$1K ﹤0.01%
50
803
$1K ﹤0.01%
+37
804
$1K ﹤0.01%
59
805
$1K ﹤0.01%
85
-30
806
$1K ﹤0.01%
41
807
$1K ﹤0.01%
49
-19
808
$1K ﹤0.01%
49
809
$1K ﹤0.01%
600
810
$1K ﹤0.01%
59
+16
811
$1K ﹤0.01%
6
812
– –
0
813
– –
-30
814
$0 ﹤0.01%
1
815
– –
-51
816
$0 ﹤0.01%
48
+20
817
$0 ﹤0.01%
+135
818
– –
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819
– –
-239
820
$0 ﹤0.01%
74
+42
821
– –
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822
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-33
823
$0 ﹤0.01%
+9
824
– –
-246
825
$0 ﹤0.01%
27
31 32
33
34 35