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
101
$207K 0.14%
539
-21
102
$207K 0.14%
5,333
-34
103
$204K 0.13%
5,518
-1,600
104
$204K 0.13%
1,252
-256
105
$203K 0.13%
3,922
-274
106
$197K 0.13%
2,284
+155
107
$197K 0.13%
2,092
-97
108
$195K 0.13%
3,588
+238
109
$192K 0.13%
3,062
+1,088
110
$191K 0.13%
1,475
+65
111
$189K 0.12%
3,119
+2,657
112
$189K 0.12%
1,328
-28
113
$187K 0.12%
1,577
+506
114
$187K 0.12%
2,486
+154
115
$186K 0.12%
1,177
-4
116
$186K 0.12%
1,407
+26
117
$186K 0.12%
12,305
+2,526
118
$185K 0.12%
3,733
-23,320
119
$185K 0.12%
4,018
+3,703
120
$184K 0.12%
1,555
121
$184K 0.12%
2,126
122
$183K 0.12%
495
+19
123
$183K 0.12%
3,763
+1,342
124
$182K 0.12%
2,960
125
$181K 0.12%
4,191
+503
3 4
5
6 7