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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
301
$218K 0.01%
+8,149
302
$217K 0.01%
+4,686
303
$212K 0.01%
+2,074
304
$211K 0.01%
3,610
305
$207K 0.01%
+716
306
$206K 0.01%
+4,218
307
$204K 0.01%
+990
308
$203K 0.01%
+704
309
$203K 0.01%
+8,404
310
$202K 0.01%
+1,868
311
$202K 0.01%
+1,907
312
$202K 0.01%
+1,603
313
$201K 0.01%
2,803
-247
314
$183K 0.01%
17,489
+10
315
$163K 0.01%
11,203
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316
$156K 0.01%
16,385
317
$154K 0.01%
10,729
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318
$129K 0.01%
11,232
319
$66K ﹤0.01%
188
320
$57K ﹤0.01%
6,042
321
$48K ﹤0.01%
8
322
$33K ﹤0.01%
+3
323
$29K ﹤0.01%
11,551
324
$25K ﹤0.01%
1
325
$15K ﹤0.01%
+20