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
201
$94K 0.06%
+2,500
202
$91K 0.06%
1,391
+41
203
$91K 0.06%
1,940
204
$91K 0.06%
1,004
-1,077
205
$89K 0.06%
2,293
+645
206
$89K 0.06%
741
-6
207
$88K 0.06%
578
+285
208
$88K 0.06%
1,168
-14
209
$87K 0.06%
2,512
210
$86K 0.06%
24,109
+11,210
211
$86K 0.06%
819
212
$86K 0.06%
560
-50
213
$85K 0.06%
480
+35
214
$85K 0.06%
2,145
215
$84K 0.06%
8,757
-487
216
$84K 0.06%
1,414
+714
217
$83K 0.05%
233
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218
$83K 0.05%
837
219
$83K 0.05%
2,285
-872
220
$82K 0.05%
2,699
+260
221
$80K 0.05%
1,026
+766
222
$80K 0.05%
2,354
+299
223
$79K 0.05%
7,536
-216
224
$79K 0.05%
337
+220
225
$79K 0.05%
949
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9
10 11