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Avantax Planning Partners Portfolio holdings

AUM $3.15B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$29.3M
3
+$18.6M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$12.3M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.36M

Top Sells

1
+$67.1M
2
+$6.79M
3
+$2.08M
4
IP icon
International Paper
IP
+$1.36M
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.35M

Sector Composition

1 Technology 2.97%
2 Healthcare 2.33%
3 Consumer Staples 1.91%
4 Financials 1.77%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.02%
+4,818
227
$265K 0.02%
1,099
-43
228
$263K 0.01%
3,063
+88
229
$261K 0.01%
2,691
-65
230
$256K 0.01%
2,625
-60
231
$255K 0.01%
11,985
232
$254K 0.01%
3,135
-308
233
$253K 0.01%
10,869
+1,409
234
$253K 0.01%
5,314
235
$253K 0.01%
4,047
236
$251K 0.01%
13,810
-4,133
237
$248K 0.01%
1,771
-107
238
$246K 0.01%
+6,264
239
$245K 0.01%
1,466
-19
240
$244K 0.01%
1,895
241
$244K 0.01%
11,792
242
$244K 0.01%
6,441
243
$239K 0.01%
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244
$238K 0.01%
+7,450
245
$233K 0.01%
2,709
246
$232K 0.01%
+2,660
247
$231K 0.01%
+2,174
248
$229K 0.01%
+1,795
249
$227K 0.01%
3,272
-13
250
$222K 0.01%
+2,577
8 9
10
11 12