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
$219K﹤0.01%
+11,271
New
+$219K
$219K﹤0.01% 3,192
+413
+15%
+$28.3K
$218K﹤0.01% 2,867
+846
+42%
+$64.2K
$217K﹤0.01% 519
$217K﹤0.01% 25,014
+9,707
+63%
+$84.2K
$216K﹤0.01% 8,633
-1,861
-18%
-$46.6K
$216K﹤0.01% 2,154
+395
+22%
+$39.7K
$216K﹤0.01% 35,812
+1,552
+5%
+$9.36K
$216K﹤0.01%
+3,546
New
+$216K
$216K﹤0.01%
+810
New
+$216K
$215K﹤0.01% 5,321
-854
-14%
-$34.6K
$215K﹤0.01%
+693
New
+$215K
$214K﹤0.01% 5,989
-192
-3%
-$6.87K
$214K﹤0.01%
+1,816
New
+$214K
$214K﹤0.01% 24,744
+136
+0.6%
+$1.18K
$214K﹤0.01% 26,960
-48,309
-64%
-$383K
$213K﹤0.01%
+5,650
New
+$213K
$212K﹤0.01%
+5,624
New
+$212K
$212K﹤0.01% 2,505
$212K﹤0.01%
+2,350
New
+$212K
$211K﹤0.01% 6,563
-11,724
-64%
-$378K
$211K﹤0.01%
+692
New
+$211K
$210K﹤0.01%
+7,228
New
+$210K
$210K﹤0.01% 5,976
$209K﹤0.01% 5,117
+688
+16%
+$28.2K