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
$8.16B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$24M
3
+$22.6M
4
UHG icon
United Homes Group
UHG
+$20.8M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$16.2M

Top Sells

1
+$10.3M
2
+$10.2M
3
+$7.95M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.91M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.84M

Sector Composition

1 Technology 4.87%
2 Financials 2.78%
3 Healthcare 2.39%
4 Consumer Discretionary 2.15%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
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0
1477
$3.03K ﹤0.01%
333
-10
1478
$730 ﹤0.01%
17,593
1479
$578 ﹤0.01%
+18,700
1480
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-10,987
1481
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1482
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1483
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1484
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1485
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1486
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1487
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-3,935
1488
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-7,503
1489
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-13,360
1490
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1491
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-6,918
1492
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1493
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1494
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-18,342
1495
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-8,819
1496
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-3,694
1497
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-11,756
1498
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-8,511
1499
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-8,152
1500
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-3,995
58 59
60
61 62