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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
1076
$10K ﹤0.01%
+164
1077
$10K ﹤0.01%
+100
1078
$10K ﹤0.01%
+717
1079
$9K ﹤0.01%
+1,350
1080
$9K ﹤0.01%
+65
1081
$9K ﹤0.01%
+520
1082
$9K ﹤0.01%
+133
1083
$9K ﹤0.01%
+182
1084
$9K ﹤0.01%
+121
1085
$9K ﹤0.01%
+72
1086
$9K ﹤0.01%
+67
1087
$9K ﹤0.01%
+161
1088
$9K ﹤0.01%
+222
1089
$9K ﹤0.01%
+260
1090
$9K ﹤0.01%
+200
1091
$9K ﹤0.01%
+440
1092
$9K ﹤0.01%
+201
1093
$9K ﹤0.01%
+244
1094
$9K ﹤0.01%
+141
1095
$9K ﹤0.01%
+191
1096
$9K ﹤0.01%
+509
1097
$9K ﹤0.01%
+58
1098
$9K ﹤0.01%
+243
1099
$9K ﹤0.01%
+1,389
1100
$9K ﹤0.01%
+206
42 43
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