AC
Avestar Capital Portfolio holdings
AUM
$1.37B
1-Year Return
19.87%
This Quarter Return
-1.46%
1 Year Return
+19.87%
3 Year Return
+72.2%
5 Year Return
+112.69%
10 Year Return
–
AUM
$154M
AUM Growth
+$20M
(+15%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
12.52%
Top 10 Holdings %
Top 10 Hldgs %
47.2%
Holding
1,003
New
188
Increased
377
Reduced
170
Closed
61
Top Buys
Top Sells
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$3.91M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.43M |
| 3 |
Radian Group
RDN
|
$1.26M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.12M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$439K |
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Financials | 10.96% |
| 3 | Consumer Staples | 6.99% |
| 4 | Consumer Discretionary | 5.12% |
| 5 | Healthcare | 4.53% |