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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
1701
$1K ﹤0.01%
+47
1702
$1K ﹤0.01%
+17
1703
$1K ﹤0.01%
+33
1704
$1K ﹤0.01%
+84
1705
$1K ﹤0.01%
+42
1706
$1K ﹤0.01%
+18
1707
$1K ﹤0.01%
+12
1708
$1K ﹤0.01%
+9
1709
$1K ﹤0.01%
+29
1710
$1K ﹤0.01%
+11
1711
$1K ﹤0.01%
+22
1712
$1K ﹤0.01%
+34
1713
$1K ﹤0.01%
+8
1714
$1K ﹤0.01%
+66
1715
$1K ﹤0.01%
+20
1716
$1K ﹤0.01%
+77
1717
$1K ﹤0.01%
+50
1718
$1K ﹤0.01%
+6
1719
$1K ﹤0.01%
+7
1720
$1K ﹤0.01%
+200
1721
$1K ﹤0.01%
+4
1722
$1K ﹤0.01%
+74
1723
$1K ﹤0.01%
+10
1724
$1K ﹤0.01%
+19
1725
$1K ﹤0.01%
+17
67 68
69
70 71