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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
876
$10K ﹤0.01%
+236
877
$10K ﹤0.01%
+150
878
$10K ﹤0.01%
+93
879
$10K ﹤0.01%
+61
880
$10K ﹤0.01%
+90
881
$10K ﹤0.01%
+606
882
$10K ﹤0.01%
+168
883
$10K ﹤0.01%
+200
884
$10K ﹤0.01%
+272
885
$10K ﹤0.01%
+705
886
$10K ﹤0.01%
+164
887
$10K ﹤0.01%
+352
888
$10K ﹤0.01%
+181
889
$10K ﹤0.01%
+58
890
$10K ﹤0.01%
+150
891
$10K ﹤0.01%
+59
892
$10K ﹤0.01%
+585
893
$10K ﹤0.01%
+120
894
$10K ﹤0.01%
+379
895
$10K ﹤0.01%
+262
896
$10K ﹤0.01%
+4,175
897
$10K ﹤0.01%
+300
898
$10K ﹤0.01%
+626
899
$10K ﹤0.01%
+81
900
$9K ﹤0.01%
+625
34 35
36
37 38