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Avantax Planning Partners Portfolio holdings

AUM $3.49B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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 Sells

1 +$1.13M
2 +$607K
3 +$580K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$558K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$519K

Sector Composition

1 Financials 3.49%
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
1526
$3K ﹤0.01%
+187
1527
$3K ﹤0.01%
+100
1528
$3K ﹤0.01%
+200
1529
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+69
1530
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+79
1531
$3K ﹤0.01%
+205
1532
$3K ﹤0.01%
+106
1533
$3K ﹤0.01%
+55
1534
$3K ﹤0.01%
+110
1535
$3K ﹤0.01%
+110
1536
$3K ﹤0.01%
+142
1537
$3K ﹤0.01%
+40
1538
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+45
1539
$3K ﹤0.01%
+29
1540
$3K ﹤0.01%
+138
1541
$3K ﹤0.01%
+114
1542
$3K ﹤0.01%
+156
1543
$3K ﹤0.01%
+82
1544
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+83
1545
$3K ﹤0.01%
+269
1546
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+291
1547
$3K ﹤0.01%
+120
1548
$3K ﹤0.01%
+73
1549
$3K ﹤0.01%
+120
1550
$3K ﹤0.01%
+150