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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
1476
$4K ﹤0.01%
+111
1477
$4K ﹤0.01%
+110
1478
$4K ﹤0.01%
+44
1479
$4K ﹤0.01%
+162
1480
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+353
1481
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+345
1482
$4K ﹤0.01%
+59
1483
$4K ﹤0.01%
+308
1484
$4K ﹤0.01%
+70
1485
$4K ﹤0.01%
+190
1486
$3K ﹤0.01%
+530
1487
$3K ﹤0.01%
+266
1488
$3K ﹤0.01%
+83
1489
$3K ﹤0.01%
+43
1490
$3K ﹤0.01%
+92
1491
$3K ﹤0.01%
+249
1492
$3K ﹤0.01%
+33
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+100
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+90
1495
$3K ﹤0.01%
+90
1496
$3K ﹤0.01%
+54
1497
$3K ﹤0.01%
+58
1498
$3K ﹤0.01%
+500
1499
$3K ﹤0.01%
+50
1500
$3K ﹤0.01%
+35
58 59
60
61 62