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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
1551
$3K ﹤0.01%
+156
1552
$3K ﹤0.01%
+82
1553
$3K ﹤0.01%
+83
1554
$3K ﹤0.01%
+120
1555
$3K ﹤0.01%
+150
1556
$3K ﹤0.01%
+163
1557
$3K ﹤0.01%
+100
1558
$3K ﹤0.01%
+61
1559
$3K ﹤0.01%
+28
1560
$3K ﹤0.01%
+52
1561
$3K ﹤0.01%
+44
1562
$3K ﹤0.01%
+172
1563
$3K ﹤0.01%
+114
1564
$3K ﹤0.01%
+187
1565
$3K ﹤0.01%
+40
1566
$3K ﹤0.01%
+8
1567
$3K ﹤0.01%
+22
1568
$3K ﹤0.01%
+104
1569
$3K ﹤0.01%
+106
1570
$3K ﹤0.01%
+55
1571
$2K ﹤0.01%
+159
1572
$2K ﹤0.01%
+52
1573
$2K ﹤0.01%
+25
1574
$2K ﹤0.01%
+175
1575
$2K ﹤0.01%
+250
61 62
63
64 65