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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
1426
$4K ﹤0.01%
+224
1427
$4K ﹤0.01%
+362
1428
$4K ﹤0.01%
+32
1429
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+332
1430
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+45
1431
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+250
1432
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+37
1433
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+240
1434
$4K ﹤0.01%
+100
1435
$4K ﹤0.01%
+104
1436
$4K ﹤0.01%
+44
1437
$4K ﹤0.01%
+333
1438
$4K ﹤0.01%
+176
1439
$4K ﹤0.01%
+143
1440
$4K ﹤0.01%
+180
1441
$4K ﹤0.01%
+96
1442
$4K ﹤0.01%
+78
1443
$4K ﹤0.01%
+47
1444
$4K ﹤0.01%
+34
1445
$4K ﹤0.01%
+952
1446
$4K ﹤0.01%
+275
1447
$4K ﹤0.01%
+1,301
1448
$4K ﹤0.01%
+112
1449
$4K ﹤0.01%
+132
1450
$4K ﹤0.01%
+231
56 57
58
59 60