AAS

Avantax Advisory Services Portfolio holdings

AUM $18.2B
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,299
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$25.9M
3
+$20.7M
4
AAPL icon
Apple
AAPL
+$20.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$19.5M

Top Sells

1
+$13.5M
2
+$10.6M
3
+$8.97M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.69M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.6M

Sector Composition

1 Technology 8.05%
2 Financials 4.01%
3 Consumer Discretionary 2.76%
4 Healthcare 2.62%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2178
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2187
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2188
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2189
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2190
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2191
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2194
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2198
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2199
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2200
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86 87
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