APP
Avantax Planning Partners Portfolio holdings
AUM
$3.15B
This Quarter Return
+6.14%
1 Year Return
+10.87%
3 Year Return
+40.4%
5 Year Return
+68.26%
10 Year Return
–
AUM
$3.15B
AUM Growth
+$3.15B
(+12%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
5.84%
Top 10 Holdings %
Top 10 Hldgs %
52.51%
Holding
465
New
34
Increased
169
Reduced
182
Closed
18
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$14.3M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$7.9M |
| 3 |
Charter Communications
CHTR
|
$6.04M |
| 4 |
Costco
COST
|
$5.62M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$4.65M |
Sector Composition
| 1 | Technology | 4.3% |
| 2 | Financials | 2.07% |
| 3 | Healthcare | 2.05% |
| 4 | Industrials | 1.87% |
| 5 | Consumer Staples | 1.69% |
