AAS
Avantax Advisory Services Portfolio holdings
AUM
$18.2B
This Quarter Return
+7.08%
1 Year Return
+15.06%
3 Year Return
+50.69%
5 Year Return
+85.02%
10 Year Return
–
AUM
$6.24B
AUM Growth
+$6.24B
(+80%)
Cap. Flow
+$2.64B
Cap. Flow
% of AUM
42.31%
Top 10 Holdings %
Top 10 Hldgs %
31.41%
Holding
1,409
New
555
Increased
744
Reduced
54
Closed
34
Top Buys
| 1 |
Apple
AAPL
|
$167M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$123M |
| 3 |
Invesco QQQ Trust
QQQ
|
$62.1M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$59.3M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$55.3M |
Top Sells
Sector Composition
| 1 | Technology | 6.69% |
| 2 | Consumer Discretionary | 3.36% |
| 3 | Financials | 3.31% |
| 4 | Healthcare | 2.83% |
| 5 | Communication Services | 2.46% |
