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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
976
$12K ﹤0.01%
+300
977
$12K ﹤0.01%
+840
978
$12K ﹤0.01%
+304
979
$12K ﹤0.01%
+104
980
$12K ﹤0.01%
+127
981
$12K ﹤0.01%
+323
982
$12K ﹤0.01%
+80
983
$12K ﹤0.01%
+65
984
$12K ﹤0.01%
+297
985
$12K ﹤0.01%
+633
986
$11K ﹤0.01%
+602
987
$11K ﹤0.01%
+137
988
$11K ﹤0.01%
+263
989
$11K ﹤0.01%
+206
990
$11K ﹤0.01%
+200
991
$11K ﹤0.01%
+1,200
992
$11K ﹤0.01%
+205
993
$11K ﹤0.01%
+179
994
$11K ﹤0.01%
+166
995
$11K ﹤0.01%
+74
996
$11K ﹤0.01%
+261
997
$11K ﹤0.01%
+135
998
$11K ﹤0.01%
+81
999
$11K ﹤0.01%
+800
1000
$11K ﹤0.01%
+36
38 39
40
41 42