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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
1301
$5K ﹤0.01%
+119
1302
$5K ﹤0.01%
+313
1303
$5K ﹤0.01%
+257
1304
$5K ﹤0.01%
+96
1305
$5K ﹤0.01%
+93
1306
$5K ﹤0.01%
+22
1307
$5K ﹤0.01%
+268
1308
$5K ﹤0.01%
+45
1309
$5K ﹤0.01%
+490
1310
$5K ﹤0.01%
+40
1311
$5K ﹤0.01%
+71
1312
$5K ﹤0.01%
+19
1313
$5K ﹤0.01%
+1,000
1314
$5K ﹤0.01%
+37
1315
$5K ﹤0.01%
+100
1316
$5K ﹤0.01%
+37
1317
$5K ﹤0.01%
+4
1318
$5K ﹤0.01%
+382
1319
$5K ﹤0.01%
+575
1320
$5K ﹤0.01%
+238
1321
$5K ﹤0.01%
+105
1322
$5K ﹤0.01%
+80
1323
$5K ﹤0.01%
+203
1324
$5K ﹤0.01%
+129
1325
$5K ﹤0.01%
+252
51 52
53
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