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
126
$180K 0.12%
1,621
+186
127
$179K 0.12%
2,817
-65
128
$178K 0.12%
6,041
+1,628
129
$173K 0.11%
7,755
+240
130
$170K 0.11%
2,300
-1,611
131
$168K 0.11%
2,160
+566
132
$164K 0.11%
1,122
+104
133
$163K 0.11%
3,878
-337
134
$160K 0.11%
3,028
+199
135
$159K 0.1%
6,747
-154
136
$159K 0.1%
3,958
+240
137
$158K 0.1%
10,407
+916
138
$157K 0.1%
5,459
+515
139
$157K 0.1%
12,200
-1,250
140
$157K 0.1%
760
+331
141
$156K 0.1%
4,477
+305
142
$156K 0.1%
1,756
-284
143
$150K 0.1%
+5,031
144
$150K 0.1%
2,049
-17
145
$149K 0.1%
6,148
+659
146
$149K 0.1%
1,631
+135
147
$149K 0.1%
3,708
+634
148
$148K 0.1%
3,497
149
$145K 0.1%
1,530
+485
150
$144K 0.09%
3,826
-528
4 5
6
7 8