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
1026
$0 ﹤0.01%
6
1027
– –
0
1028
– –
0
1029
– –
0
1030
– –
-121
1031
$0 ﹤0.01%
7
1032
– –
-67
1033
$0 ﹤0.01%
45
1034
– –
-149
1035
– –
-28
1036
$0 ﹤0.01%
22
1037
$0 ﹤0.01%
19
1038
$0 ﹤0.01%
21
1039
$0 ﹤0.01%
12
1040
– –
-33
1041
$0 ﹤0.01%
10
1042
$0 ﹤0.01%
24
1043
$0 ﹤0.01%
4
1044
– –
-9
1045
$0 ﹤0.01%
9
1046
$0 ﹤0.01%
4
-45
1047
$0 ﹤0.01%
20
1048
– –
0
1049
$0 ﹤0.01%
3
1050
$0 ﹤0.01%
+29
39 40 41
42
43