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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
1026
$6K ﹤0.01%
+88
1027
$6K ﹤0.01%
+93
1028
$6K ﹤0.01%
+250
1029
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+267
1030
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+93
1031
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+325
1032
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+856
1033
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+34
1034
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+43
1035
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+107
1036
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+160
1037
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1038
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1039
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1040
$6K ﹤0.01%
+106
1041
$6K ﹤0.01%
+48
1042
$6K ﹤0.01%
+250
1043
$6K ﹤0.01%
+188
1044
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+87
1045
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1046
$6K ﹤0.01%
+295
1047
$6K ﹤0.01%
+95
1048
$6K ﹤0.01%
+105
1049
$6K ﹤0.01%
+39
1050
$6K ﹤0.01%
+429