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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
$2.13B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Sells

1 +$6.51M
2 +$5.54M
3 +$4.79M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.77M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$1.83M

Sector Composition

1 Technology 2.96%
2 Healthcare 2.27%
3 Financials 1.99%
4 Industrials 1.73%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$393K 0.02%
3,663
227
$390K 0.02%
2,245
228
$385K 0.02%
2,951
+81
229
$382K 0.02%
8,009
230
$381K 0.02%
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231
$370K 0.02%
9,247
-53
232
$365K 0.02%
4,254
-1,981
233
$363K 0.02%
2,509
234
$359K 0.02%
731
-2
235
$359K 0.02%
1,988
+156
236
$357K 0.02%
8,427
237
$350K 0.02%
6,089
238
$350K 0.02%
6,222
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239
$350K 0.02%
2,059
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240
$344K 0.02%
1,516
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241
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242
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243
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1,108
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245
$328K 0.02%
860
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246
$327K 0.02%
6,091
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247
$324K 0.02%
3,650
248
$323K 0.02%
+1,434
249
$323K 0.02%
4,916
+2
250
$318K 0.01%
9,958
+800