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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
1426
$1K ﹤0.01%
+30
1427
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+34
1428
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1431
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+5
1432
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+41
1433
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+275
1434
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+500
1435
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+20
1436
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+250
1437
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+127
1439
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1440
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+329
1441
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1442
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+300
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1444
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+245
1445
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+168
1446
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+3
1447
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+113
1448
$0 ﹤0.01%
+2
1449
$0 ﹤0.01%
+6
1450
$0 ﹤0.01%
+40