We are live on ! Find out more
APP

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
$1.19B
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$20.5M
3
+$13.6M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$7.68M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.09M

Top Sells

1
+$53.3M
2
+$5.71M
3
+$4.21M
4
TXNM
TXNM Energy Inc
TXNM
+$1.41M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.11M

Sector Composition

1 Financials 4.01%
2 Technology 3.2%
3 Industrials 3.17%
4 Healthcare 3.12%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-1,000
352
– –
-9,000
353
– –
0
354
– –
-10,000
355
– –
-4,197
356
– –
-11,615
11 12 13 14
15