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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
1101
$5K ﹤0.01%
+203
1102
$5K ﹤0.01%
+231
1103
$5K ﹤0.01%
+656
1104
$5K ﹤0.01%
+200
1105
$5K ﹤0.01%
+65
1106
$5K ﹤0.01%
+49
1107
$5K ﹤0.01%
+650
1108
$5K ﹤0.01%
+230
1109
$5K ﹤0.01%
+79
1110
$5K ﹤0.01%
+103
1111
$5K ﹤0.01%
+1,037
1112
$5K ﹤0.01%
+171
1113
$5K ﹤0.01%
+174
1114
$5K ﹤0.01%
+168
1115
$5K ﹤0.01%
+65
1116
$5K ﹤0.01%
+85
1117
$5K ﹤0.01%
+175
1118
$5K ﹤0.01%
+232
1119
$5K ﹤0.01%
+250
1120
$5K ﹤0.01%
+5
1121
$5K ﹤0.01%
+143
1122
$5K ﹤0.01%
+40
1123
$5K ﹤0.01%
+49
1124
$5K ﹤0.01%
+159
1125
$5K ﹤0.01%
+17