APP

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
1001
$7K ﹤0.01%
+248
1002
$7K ﹤0.01%
+100
1003
$7K ﹤0.01%
+210
1004
$7K ﹤0.01%
+183
1005
$6K ﹤0.01%
+143
1006
$6K ﹤0.01%
+163
1007
$6K ﹤0.01%
+127
1008
$6K ﹤0.01%
+76
1009
$6K ﹤0.01%
+200
1010
$6K ﹤0.01%
+79
1011
$6K ﹤0.01%
+6
1012
$6K ﹤0.01%
+39
1013
$6K ﹤0.01%
+207
1014
$6K ﹤0.01%
+50
1015
$6K ﹤0.01%
+73
1016
$6K ﹤0.01%
+204
1017
$6K ﹤0.01%
+313
1018
$6K ﹤0.01%
+320
1019
$6K ﹤0.01%
+197
1020
$6K ﹤0.01%
+211
1021
$6K ﹤0.01%
+43
1022
$6K ﹤0.01%
+42
1023
$6K ﹤0.01%
+40
1024
$6K ﹤0.01%
+610
1025
$6K ﹤0.01%
+41