AAS
Avantax Advisory Services Portfolio holdings
AUM
$18.2B
1-Year Return
15.06%
This Quarter Return
+9.75%
1 Year Return
+15.06%
3 Year Return
+50.69%
5 Year Return
+85.02%
10 Year Return
–
AUM
$10.1B
AUM Growth
+$1.14B
(+13%)
Cap. Flow
+$314M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
39.77%
Holding
1,700
New
156
Increased
774
Reduced
600
Closed
130
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$33.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$21.1M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$17.9M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$14.8M |
| 5 |
Invesco QQQ Trust
QQQ
|
$14.7M |
Top Sells
Sector Composition
| 1 | Technology | 5.23% |
| 2 | Financials | 2.9% |
| 3 | Healthcare | 2.15% |
| 4 | Consumer Discretionary | 1.92% |
| 5 | Industrials | 1.74% |
