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Avantax Planning Partners Portfolio holdings

AUM $3.64B
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,906
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$5.58M
3
+$3.64M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.27M
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$2.82M

Top Sells

1
+$1.15M
2
+$624K
3
+$622K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$540K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$525K

Sector Composition

1 Financials 3.5%
2 Technology 3.12%
3 Industrials 2.8%
4 Healthcare 2.73%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$32K ﹤0.01%
+326
627
$32K ﹤0.01%
+1,220
628
$32K ﹤0.01%
+1,362
629
$32K ﹤0.01%
+160
630
$32K ﹤0.01%
+1,100
631
$31K ﹤0.01%
+939
632
$31K ﹤0.01%
+401
633
$31K ﹤0.01%
+500
634
$31K ﹤0.01%
+1,032
635
$31K ﹤0.01%
+306
636
$31K ﹤0.01%
+1,896
637
$31K ﹤0.01%
+460
638
$31K ﹤0.01%
+1,115
639
$31K ﹤0.01%
+982
640
$31K ﹤0.01%
+913
641
$31K ﹤0.01%
+862
642
$31K ﹤0.01%
+1,670
643
$30K ﹤0.01%
+287
644
$30K ﹤0.01%
+211
645
$30K ﹤0.01%
+1,420
646
$30K ﹤0.01%
+700
647
$30K ﹤0.01%
+143
648
$30K ﹤0.01%
+810
649
$30K ﹤0.01%
+1,695
650
$30K ﹤0.01%
+446
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