AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
951
$0 ﹤0.01%
29
-41
952
– –
-25
953
$0 ﹤0.01%
32
954
$0 ﹤0.01%
39
955
$0 ﹤0.01%
48
956
$0 ﹤0.01%
7
957
$0 ﹤0.01%
2
958
– –
-6
959
$0 ﹤0.01%
6
960
– –
0
961
$0 ﹤0.01%
7
962
$0 ﹤0.01%
6
963
$0 ﹤0.01%
9
964
$0 ﹤0.01%
16
965
$0 ﹤0.01%
94
966
$0 ﹤0.01%
12
967
$0 ﹤0.01%
31
+12
968
$0 ﹤0.01%
25
969
$0 ﹤0.01%
13
+9
970
$0 ﹤0.01%
9
-27
971
– –
-17,421
972
$0 ﹤0.01%
48
973
$0 ﹤0.01%
17
974
$0 ﹤0.01%
10
975
$0 ﹤0.01%
14
-8
37 38
39
40 41