APP

Avantax Planning Partners Portfolio holdings

AUM $3.49B
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.22%
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 Sells

1 +$1.13M
2 +$607K
3 +$580K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$558K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$519K

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
1251
$6K ﹤0.01%
+336
1252
$6K ﹤0.01%
+172
1253
$6K ﹤0.01%
+15
1254
$6K ﹤0.01%
+327
1255
$6K ﹤0.01%
+188
1256
$6K ﹤0.01%
+210
1257
$6K ﹤0.01%
+128
1258
$6K ﹤0.01%
+78
1259
$6K ﹤0.01%
+128
1260
$6K ﹤0.01%
+79
1261
$6K ﹤0.01%
+224
1262
$6K ﹤0.01%
+201
1263
$6K ﹤0.01%
+255
1264
$6K ﹤0.01%
+112
1265
$6K ﹤0.01%
+118
1266
$6K ﹤0.01%
+53
1267
$6K ﹤0.01%
+43
1268
$6K ﹤0.01%
+104
1269
$6K ﹤0.01%
+124
1270
$6K ﹤0.01%
+11
1271
$6K ﹤0.01%
+125
1272
$6K ﹤0.01%
+112
1273
$6K ﹤0.01%
+254
1274
$6K ﹤0.01%
+86
1275
$6K ﹤0.01%
+164