APP

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
$2.34B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$33.2M
3
+$31.8M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$19.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$16.8M

Top Sells

1
+$39.3M
2
+$17.7M
3
+$16.9M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.81M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$8.21M

Sector Composition

1 Technology 3%
2 Healthcare 2.16%
3 Financials 1.87%
4 Consumer Staples 1.63%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
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