APP
Avantax Planning Partners Portfolio holdings
AUM
$3.15B
This Quarter Return
+5.8%
1 Year Return
+10.87%
3 Year Return
+40.4%
5 Year Return
+68.26%
10 Year Return
–
AUM
$2.13B
AUM Growth
+$2.13B
(+9.9%)
Cap. Flow
+$84.9M
Cap. Flow
% of AUM
3.98%
Top 10 Holdings %
Top 10 Hldgs %
74.99%
Holding
351
New
37
Increased
150
Reduced
92
Closed
25
Top Buys
Top Sells
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$6.51M |
| 2 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$5.54M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.79M |
| 4 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$4.77M |
| 5 |
Schwab 1000 Index ETF
SCHK
|
$1.83M |
Sector Composition
| 1 | Technology | 2.96% |
| 2 | Healthcare | 2.27% |
| 3 | Financials | 1.99% |
| 4 | Industrials | 1.78% |
| 5 | Consumer Staples | 1.65% |
