AAS

Avantax Advisory Services Portfolio holdings

AUM $16.5B
This Quarter Return
-1.6%
1 Year Return
+7.77%
3 Year Return
+21.91%
5 Year Return
+99.17%
10 Year Return
AUM
$16.5B
AUM Growth
+$558M
Cap. Flow
+$942M
Cap. Flow %
5.72%
Top 10 Hldgs %
34.87%
Holding
2,349
New
170
Increased
1,359
Reduced
648
Closed
122
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$226K﹤0.01%
+11,280
New
+$226K
$226K﹤0.01% 4,806
-105
-2%
-$4.93K
$226K﹤0.01% 10,055
-24,970
-71%
-$560K
$226K﹤0.01% 9,459
-1,220
-11%
-$29.1K
$226K﹤0.01%
+3,030
New
+$226K
$225K﹤0.01%
+1,905
New
+$225K
$225K﹤0.01% 41,898
+3,600
+9%
+$19.4K
$225K﹤0.01% 2,483
+54
+2%
+$4.9K
$225K﹤0.01%
+6,234
New
+$225K
$224K﹤0.01% 8,261
+215
+3%
+$5.83K
$224K﹤0.01%
+1,509
New
+$224K
$224K﹤0.01% 2,532
-604
-19%
-$53.4K
$224K﹤0.01% 8,854
-1,649
-16%
-$41.7K
$223K﹤0.01%
+4,671
New
+$223K
$223K﹤0.01%
+7,862
New
+$223K
$223K﹤0.01% 6,564
-97
-1%
-$3.3K
$223K﹤0.01% 6,067
-2,589
-30%
-$95.1K
$223K﹤0.01% 15,681
+5,324
+51%
+$75.7K
$223K﹤0.01% 4,002
+609
+18%
+$33.9K
$223K﹤0.01% 22,940
+3,766
+20%
+$36.5K
$222K﹤0.01%
+6,504
New
+$222K
$222K﹤0.01% 3,242
-521
-14%
-$35.7K
$222K﹤0.01% 1,295
+60
+5%
+$10.3K
$221K﹤0.01%
+13,661
New
+$221K
$221K﹤0.01% 6,276
-336
-5%
-$11.8K