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
151
$138K 0.09%
829
-15
152
$137K 0.09%
1,153
-23
153
$137K 0.09%
10,804
+762
154
$136K 0.09%
2,260
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155
$135K 0.09%
5,738
-274
156
$134K 0.09%
569
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157
$132K 0.09%
1,966
+136
158
$132K 0.09%
740
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159
$131K 0.09%
1,747
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160
$130K 0.09%
963
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161
$129K 0.08%
4,624
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162
$128K 0.08%
3,602
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163
$125K 0.08%
2,675
164
$124K 0.08%
3,009
-278
165
$124K 0.08%
2,908
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166
$123K 0.08%
1,257
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167
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6,036
168
$119K 0.08%
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169
$117K 0.08%
4,403
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170
$117K 0.08%
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171
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2,268
-1,225
172
$117K 0.08%
757
-110
173
$116K 0.08%
+4,889
174
$116K 0.08%
1,383
-123
175
$115K 0.08%
334
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7
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