AAS

Avantax Advisory Services Portfolio holdings

AUM $18.2B
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.97%
2 Financials 5.9%
3 Healthcare 4.92%
4 Energy 4.9%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$56K 0.01%
+24,084
402
$10K ﹤0.01%
+600
403
$8K ﹤0.01%
+1,092
404
$7K ﹤0.01%
+12,380