We are live on ! Find out more
APP

Avantax Planning Partners Portfolio holdings

AUM $3.64B
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.07M
3
+$936K
4
CY
Cypress Semiconductor
CY
+$745K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$522K

Top Sells

1
+$46.9M
2
+$19.6M
3
+$15.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.93M

Sector Composition

1 Financials 3.11%
2 Technology 2.83%
3 Healthcare 2.63%
4 Industrials 2.62%
5 Consumer Staples 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$136K 0.01%
10,132
-228
302
$130K 0.01%
2,296
-102
303
– –
0
304
$48K ﹤0.01%
61
305
$29K ﹤0.01%
12,335
306
– –
-5,329
307
– –
-8,000
308
– –
-496
309
– –
-13,315
310
– –
-31,164
311
– –
-18,797
312
– –
-5,564
313
– –
-1,141
314
– –
-2,939
315
– –
-2,777
316
– –
-11,659
317
– –
-1,460
318
– –
-8,963
319
– –
-14,682
320
– –
-10,135
321
– –
-13,834
322
– –
-23,674
323
– –
-10,939
324
– –
-4,500
325
– –
-10,304
11 12
13
14 15