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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
926
$9K ﹤0.01%
+248
927
$9K ﹤0.01%
+450
928
$9K ﹤0.01%
+116
929
$9K ﹤0.01%
+10
930
$9K ﹤0.01%
+90
931
$8K ﹤0.01%
+107
932
$8K ﹤0.01%
+155
933
$8K ﹤0.01%
+263
934
$8K ﹤0.01%
+56
935
$8K ﹤0.01%
+62
936
$8K ﹤0.01%
+451
937
$8K ﹤0.01%
+100
938
$8K ﹤0.01%
+100
939
$8K ﹤0.01%
+64
940
$8K ﹤0.01%
+100
941
$8K ﹤0.01%
+60
942
$8K ﹤0.01%
+67
943
$8K ﹤0.01%
+68
944
$8K ﹤0.01%
+371
945
$8K ﹤0.01%
+222
946
$8K ﹤0.01%
+276
947
$8K ﹤0.01%
+149
948
$8K ﹤0.01%
+118
949
$8K ﹤0.01%
+223
950
$8K ﹤0.01%
+556
36 37
38
39 40