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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
$2.79B
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.9M
3
+$2.7M
4
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$2.26M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.23M

Top Sells

1
+$61.4M
2
+$57.4M
3
+$39.5M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$17.8M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$12.5M

Sector Composition

1 Technology 4.65%
2 Healthcare 2.39%
3 Industrials 2.32%
4 Consumer Staples 2.19%
5 Financials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$309K 0.01%
2,988
-94
327
$308K 0.01%
5,088
+892
328
$308K 0.01%
3,454
-1,716
329
$305K 0.01%
6,703
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330
$304K 0.01%
15,655
331
$303K 0.01%
5,538
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332
$302K 0.01%
3,014
-252
333
$300K 0.01%
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334
$300K 0.01%
1,014
+37
335
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922
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336
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1,558
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337
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5,202
-2,226
338
$295K 0.01%
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339
$294K 0.01%
7,133
340
$293K 0.01%
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341
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343
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560
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344
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3,414
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345
$282K 0.01%
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346
$280K 0.01%
3,337
-338
347
$279K 0.01%
2,530
348
$275K 0.01%
2,307
-1,349
349
$273K 0.01%
+3,503
350
$273K 0.01%
5,000
12 13
14
15 16