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
$2.79B
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.78M
3
+$2.45M
4
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$2.18M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.16M

Top Sells

1
+$59.3M
2
+$55M
3
+$38.2M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$17.6M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$12.3M

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
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