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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
376
$243K 0.01%
14,000
377
$242K 0.01%
516
-3
378
$242K 0.01%
1,828
-898
379
$241K 0.01%
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380
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802
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381
$238K 0.01%
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-40
382
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9,253
-5,604
383
$237K 0.01%
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384
$237K 0.01%
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385
$236K 0.01%
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386
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387
$234K 0.01%
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388
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+4,337
389
$233K 0.01%
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-4,201
390
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391
$232K 0.01%
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392
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393
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2,256
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394
$229K 0.01%
1,951
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$229K 0.01%
11,506
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396
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9,713
-86,661
397
$228K 0.01%
4,263
-2,484
398
$226K 0.01%
2,855
399
$226K 0.01%
782
-69
400
$224K 0.01%
1,653
-75
14 15
16
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