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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
1601
$2K ﹤0.01%
+106
1602
$2K ﹤0.01%
+21
1603
$2K ﹤0.01%
+39
1604
$2K ﹤0.01%
+106
1605
$2K ﹤0.01%
+43
1606
$2K ﹤0.01%
+86
1607
$2K ﹤0.01%
+49
1608
$2K ﹤0.01%
+283
1609
$2K ﹤0.01%
+42
1610
$2K ﹤0.01%
+50
1611
$2K ﹤0.01%
+118
1612
$2K ﹤0.01%
+61
1613
$2K ﹤0.01%
+63
1614
$2K ﹤0.01%
+8
1615
$2K ﹤0.01%
+40
1616
$2K ﹤0.01%
+18
1617
$2K ﹤0.01%
+54
1618
$2K ﹤0.01%
+45
1619
$2K ﹤0.01%
+49
1620
$2K ﹤0.01%
+100
1621
$2K ﹤0.01%
+37
1622
$2K ﹤0.01%
+12
1623
$2K ﹤0.01%
+337
1624
$2K ﹤0.01%
+112
1625
$2K ﹤0.01%
+36
63 64
65
66 67