AAS

Avantax Advisory Services Portfolio holdings

AUM $18.2B
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$15.7M
3
+$9.83M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.89M
5
VUG icon
Vanguard Growth ETF
VUG
+$6.8M

Top Sells

1
+$133M
2
+$130M
3
+$113M
4
VPC icon
Virtus Private Credit Strategy ETF
VPC
+$81.8M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$64.8M

Sector Composition

1 Technology 4.43%
2 Financials 2.34%
3 Healthcare 2.24%
4 Consumer Discretionary 1.9%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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