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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
$2.79B
AUM Growth
-$323M
(-10%)
Holding
493
Top Buys
| 1 | +$8.66M | |
| 2 | +$7.78M | |
| 3 | +$2.45M | |
| 4 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
+$2.18M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.16M |
Top Sells
| 1 | +$59.3M | |
| 2 | +$55M | |
| 3 | +$38.2M | |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$17.6M |
| 5 |
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% |