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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
776
$20K ﹤0.01%
+450
777
$20K ﹤0.01%
+165
778
$20K ﹤0.01%
+315
779
$20K ﹤0.01%
+724
780
$20K ﹤0.01%
+270
781
$19K ﹤0.01%
+530
782
$19K ﹤0.01%
+3,476
783
$19K ﹤0.01%
+771
784
$19K ﹤0.01%
+773
785
$19K ﹤0.01%
+125
786
$19K ﹤0.01%
+127
787
$19K ﹤0.01%
+314
788
$19K ﹤0.01%
+172
789
$19K ﹤0.01%
+391
790
$19K ﹤0.01%
+116
791
$19K ﹤0.01%
+98
792
$19K ﹤0.01%
+684
793
$19K ﹤0.01%
+146
794
$19K ﹤0.01%
+563
795
$19K ﹤0.01%
+169
796
$19K ﹤0.01%
+668
797
$19K ﹤0.01%
+365
798
$19K ﹤0.01%
+319
799
$19K ﹤0.01%
+500
800
$19K ﹤0.01%
+603
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