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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
1401
$1K ﹤0.01%
+12
1402
$1K ﹤0.01%
+107
1403
$1K ﹤0.01%
+17
1404
$1K ﹤0.01%
+10
1405
$1K ﹤0.01%
+80
1406
$1K ﹤0.01%
+4
1407
$1K ﹤0.01%
+200
1408
$1K ﹤0.01%
+49
1409
$1K ﹤0.01%
+75
1410
$1K ﹤0.01%
+31
1411
$1K ﹤0.01%
+16
1412
$1K ﹤0.01%
+112
1413
$1K ﹤0.01%
+96
1414
$1K ﹤0.01%
+22
1415
$1K ﹤0.01%
+84
1416
$1K ﹤0.01%
+8
1417
$1K ﹤0.01%
+77
1418
$1K ﹤0.01%
+16
1419
$1K ﹤0.01%
+200
1420
$1K ﹤0.01%
+50
1421
$1K ﹤0.01%
+14
1422
$1K ﹤0.01%
+20
1423
$1K ﹤0.01%
+20
1424
$1K ﹤0.01%
+15
1425
$1K ﹤0.01%
+100