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
$1.55B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

1 +$52.2M
2 +$1.62M
3 +$948K
4
DD icon
DuPont de Nemours
DD
+$938K
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$878K

Sector Composition

1 Healthcare 2.21%
2 Technology 2.12%
3 Financials 2.01%
4 Industrials 1.92%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-4,345
302
-8,262
303
-3,048
304
-13,056
305
-14,646
306
-8,284
307
-2,589
308
-3,936
309
-6,030