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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
951
$13K ﹤0.01%
+788
952
$13K ﹤0.01%
+119
953
$13K ﹤0.01%
+991
954
$13K ﹤0.01%
+211
955
$13K ﹤0.01%
+240
956
$13K ﹤0.01%
+194
957
$12K ﹤0.01%
+235
958
$12K ﹤0.01%
+759
959
$12K ﹤0.01%
+273
960
$12K ﹤0.01%
+119
961
$12K ﹤0.01%
+44
962
$12K ﹤0.01%
+800
963
$12K ﹤0.01%
+479
964
$12K ﹤0.01%
+105
965
$12K ﹤0.01%
+256
966
$12K ﹤0.01%
+243
967
$12K ﹤0.01%
+780
968
$12K ﹤0.01%
+75
969
$12K ﹤0.01%
+713
970
$12K ﹤0.01%
+289
971
$12K ﹤0.01%
+149
972
$12K ﹤0.01%
+149
973
$12K ﹤0.01%
+266
974
$12K ﹤0.01%
+631
975
$12K ﹤0.01%
+345
37 38
39
40 41