APP
Avantax Planning Partners Portfolio holdings
AUM
$3.58B
1-Year Est. Return
13.29%
This Fund
S&P 500
1 Year Est. Return
+13.29%
AUM
$1.12B
AUM Growth
-$45M
(-3.9%)
Holding
1,905
Top Buys
| 1 | +$6.86M | |
| 2 | +$4.93M | |
| 3 | +$4.92M | |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$4.07M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.79M |
Top Sells
| 1 | +$1.8M | |
| 2 | +$1.78M | |
| 3 | +$1.71M | |
| 4 |
ATVI
Activision Blizzard
ATVI
|
+$1.43M |
| 5 |
Constellation Brands
STZ
|
+$1.42M |
Sector Composition
| 1 | Financials | 2.24% |
| 2 | Technology | 2.16% |
| 3 | Healthcare | 2.15% |
| 4 | Industrials | 2.07% |
| 5 | Consumer Staples | 1.6% |