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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
1626
$2K ﹤0.01%
+216
1627
$2K ﹤0.01%
+40
1628
$2K ﹤0.01%
+28
1629
$2K ﹤0.01%
+69
1630
$2K ﹤0.01%
+19
1631
$2K ﹤0.01%
+300
1632
$2K ﹤0.01%
+35
1633
$2K ﹤0.01%
+91
1634
$2K ﹤0.01%
+213
1635
$2K ﹤0.01%
+62
1636
$2K ﹤0.01%
+700
1637
$2K ﹤0.01%
+260
1638
$2K ﹤0.01%
+62
1639
$2K ﹤0.01%
+37
1640
$2K ﹤0.01%
+44
1641
$2K ﹤0.01%
+36
1642
$2K ﹤0.01%
+105
1643
$2K ﹤0.01%
+1
1644
$2K ﹤0.01%
+74
1645
$2K ﹤0.01%
+142
1646
$2K ﹤0.01%
+40
1647
$2K ﹤0.01%
+54
1648
$2K ﹤0.01%
+209
1649
$2K ﹤0.01%
+50
1650
$2K ﹤0.01%
+43
64 65
66
67 68