AAS
Avantax Advisory Services Portfolio holdings
AUM
$18.2B
1-Year Return
15.06%
This Quarter Return
-3.34%
1 Year Return
+15.06%
3 Year Return
+50.69%
5 Year Return
+85.02%
10 Year Return
–
AUM
$7.28B
AUM Growth
+$641M
(+9.7%)
Cap. Flow
+$931M
Cap. Flow
% of AUM
12.79%
Top 10 Holdings %
Top 10 Hldgs %
40.02%
Holding
1,383
New
139
Increased
770
Reduced
317
Closed
105
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$412M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$329M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$49.6M |
| 4 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
$20.3M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$20.2M |
Top Sells
Sector Composition
| 1 | Technology | 4.97% |
| 2 | Financials | 2.86% |
| 3 | Healthcare | 2.18% |
| 4 | Consumer Discretionary | 2.02% |
| 5 | Energy | 1.54% |
