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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
$1.25B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,480
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$5.37M
3
+$3.23M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.25M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.24M

Top Sells

1
+$2.1M
2
+$657K
3
+$209K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$197K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$197K

Sector Composition

1 Financials 2.59%
2 Technology 2.49%
3 Healthcare 2.47%
4 Industrials 2.38%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$20K ﹤0.01%
+545
702
$20K ﹤0.01%
+341
703
$20K ﹤0.01%
+412
704
$20K ﹤0.01%
+1,010
705
$20K ﹤0.01%
+575
706
$20K ﹤0.01%
+750
707
$20K ﹤0.01%
+684
708
$20K ﹤0.01%
+550
709
$20K ﹤0.01%
+120
710
$20K ﹤0.01%
+394
711
$19K ﹤0.01%
+151
712
$19K ﹤0.01%
+137
713
$19K ﹤0.01%
+223
714
$19K ﹤0.01%
+892
715
$19K ﹤0.01%
+600
716
$19K ﹤0.01%
+861
717
$19K ﹤0.01%
+260
718
$19K ﹤0.01%
+104
719
$19K ﹤0.01%
+764
720
$19K ﹤0.01%
+286
721
$19K ﹤0.01%
+402
722
$19K ﹤0.01%
+832
723
$19K ﹤0.01%
+200
724
$18K ﹤0.01%
+207
725
$18K ﹤0.01%
+666
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