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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
$2.13B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14M
3
+$13.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.61M

Top Sells

1
+$6.39M
2
+$5.63M
3
+$4.73M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.72M
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
326
$12K ﹤0.01%
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