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Avantax Planning Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 13.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
-$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Sells

1 +$69.2M
2 +$63.7M
3 +$59.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.24M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.67M

Sector Composition

1 Technology 2.94%
2 Healthcare 2.07%
3 Financials 1.97%
4 Industrials 1.87%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-31,400
327
-15,726