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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
1576
$2K ﹤0.01%
+79
1577
$2K ﹤0.01%
+27
1578
$2K ﹤0.01%
+45
1579
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1581
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+34
1583
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+128
1584
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+26
1585
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+90
1586
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+103
1587
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+155
1589
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+29
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+73
1591
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+43
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+200
1595
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+18
1596
$2K ﹤0.01%
+43
1597
$2K ﹤0.01%
+49
1598
$2K ﹤0.01%
+112
1599
$2K ﹤0.01%
+41
1600
$2K ﹤0.01%
+120
62 63
64
65 66