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Avantax Planning Partners Portfolio holdings

AUM $3.15B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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 +$8.67M
2 +$5.37M
3 +$3.25M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.28M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.21M

Sector Composition

1 Financials 2.59%
2 Technology 2.49%
3 Healthcare 2.47%
4 Industrials 2.37%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$9K ﹤0.01%
+625
902
$9K ﹤0.01%
+159
903
$9K ﹤0.01%
+1,000
904
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905
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906
$9K ﹤0.01%
+36
907
$9K ﹤0.01%
+386
908
$9K ﹤0.01%
+182
909
$9K ﹤0.01%
+108
910
$9K ﹤0.01%
+162
911
$9K ﹤0.01%
+72
912
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913
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+450
914
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915
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+10
916
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+90
917
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918
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919
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+766
920
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+177
921
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+392
922
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923
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+77
924
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+150
925
$9K ﹤0.01%
+372