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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
901
$15K ﹤0.01%
+136
902
$15K ﹤0.01%
+204
903
$15K ﹤0.01%
+60
904
$15K ﹤0.01%
+417
905
$15K ﹤0.01%
+246
906
$14K ﹤0.01%
+387
907
$14K ﹤0.01%
+145
908
$14K ﹤0.01%
+340
909
$14K ﹤0.01%
+1,320
910
$14K ﹤0.01%
+138
911
$14K ﹤0.01%
+354
912
$14K ﹤0.01%
+1,075
913
$14K ﹤0.01%
+802
914
$14K ﹤0.01%
+665
915
$14K ﹤0.01%
+397
916
$14K ﹤0.01%
+174
917
$14K ﹤0.01%
+358
918
$14K ﹤0.01%
+171
919
$14K ﹤0.01%
+1,239
920
$14K ﹤0.01%
+122
921
$14K ﹤0.01%
+126
922
$14K ﹤0.01%
+240
923
$14K ﹤0.01%
+56
924
$14K ﹤0.01%
+322
925
$13K ﹤0.01%
+307
35 36
37
38 39