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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
951
$8K ﹤0.01%
+122
952
$8K ﹤0.01%
+73
953
$8K ﹤0.01%
+87
954
$8K ﹤0.01%
+33
955
$8K ﹤0.01%
+121
956
$8K ﹤0.01%
+54
957
$8K ﹤0.01%
+78
958
$8K ﹤0.01%
+44
959
$8K ﹤0.01%
+135
960
$7K ﹤0.01%
+908
961
$7K ﹤0.01%
+75
962
$7K ﹤0.01%
+89
963
$7K ﹤0.01%
+37
964
$7K ﹤0.01%
+194
965
$7K ﹤0.01%
+275
966
$7K ﹤0.01%
+22
967
$7K ﹤0.01%
+65
968
$7K ﹤0.01%
+241
969
$7K ﹤0.01%
+166
970
$7K ﹤0.01%
+100
971
$7K ﹤0.01%
+15
972
$7K ﹤0.01%
+125
973
$7K ﹤0.01%
+151
974
$7K ﹤0.01%
+150
975
$7K ﹤0.01%
+353
37 38
39
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