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
1 Year Est. Return
+14.73%
AUM
$2.46B
AUM Growth
-$57.6M
(-2.3%)
Holding
392
Top Buys
| 1 | +$64.4M | |
| 2 | +$43.6M | |
| 3 | +$9.89M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$6.76M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$4.97M |
Top Sells
| 1 | +$84.1M | |
| 2 | +$70.9M | |
| 3 | +$61.3M | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$54.1M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$5.38M |
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Healthcare | 1.96% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Financials | 1.67% |
| 5 | Consumer Staples | 1.51% |