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
826
$1K ﹤0.01%
231
827
$0 ﹤0.01%
16
828
$0 ﹤0.01%
26
829
– –
0
830
– –
-24
831
$0 ﹤0.01%
29
-37
832
$0 ﹤0.01%
17
833
– –
-274
834
– –
-15,414
835
$0 ﹤0.01%
+25
836
$0 ﹤0.01%
17
837
– –
-74
838
$0 ﹤0.01%
+99
839
$0 ﹤0.01%
6
840
$0 ﹤0.01%
21
841
– –
-22,000
842
$0 ﹤0.01%
10
843
$0 ﹤0.01%
+29
844
$0 ﹤0.01%
39
845
$0 ﹤0.01%
29
-82
846
– –
-1,403
847
– –
-325
848
$0 ﹤0.01%
11
849
$0 ﹤0.01%
29
-41
850
– –
-25
32 33
34
35 36