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
176
$115K 0.08%
2,325
-116
177
$114K 0.07%
852
-111
178
$114K 0.07%
1,609
-305
179
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1,250
-11,975
180
$114K 0.07%
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181
$112K 0.07%
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182
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419
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183
$112K 0.07%
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184
$111K 0.07%
6,150
-7,635
185
$110K 0.07%
22,515
+2,001
186
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187
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188
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-7,270
189
$106K 0.07%
2,417
+2,373
190
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193
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194
$99K 0.07%
4,382
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195
$98K 0.06%
871
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196
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836
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197
$98K 0.06%
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-3,290
198
$96K 0.06%
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199
$95K 0.06%
1,066
-66
200
$95K 0.06%
2,001
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6 7
8
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