APP

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
251
$317K 0.01%
3,310
+132
252
$310K 0.01%
+2,348
253
$304K 0.01%
1,281
254
$302K 0.01%
11,362
+1,797
255
$301K 0.01%
6,057
-160
256
$297K 0.01%
+1,331
257
$296K 0.01%
+6,674
258
$289K 0.01%
10,927
+739
259
$289K 0.01%
20,644
260
$288K 0.01%
9,400
261
$286K 0.01%
3,547
+419
262
$280K 0.01%
2,736
+442
263
$280K 0.01%
5,055
-1,346
264
$277K 0.01%
5,696
265
$277K 0.01%
+2,470
266
$275K 0.01%
1,126
+2
267
$275K 0.01%
6,353
-7,920
268
$273K 0.01%
18,102
269
$273K 0.01%
3,390
270
$270K 0.01%
1,649
+78
271
$269K 0.01%
8,435
272
$268K 0.01%
+2,588
273
$267K 0.01%
+1,613
274
$266K 0.01%
+15,878
275
$266K 0.01%
1,298
+49