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Avantax Planning Partners Portfolio holdings

AUM $3.49B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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 Sells

1 +$1.13M
2 +$607K
3 +$580K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$558K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$519K

Sector Composition

1 Financials 3.49%
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%
+12
1702
$1K ﹤0.01%
+17
1703
$1K ﹤0.01%
+58
1704
$1K ﹤0.01%
+9
1705
$1K ﹤0.01%
+28
1706
$1K ﹤0.01%
+14
1707
$1K ﹤0.01%
+69
1708
$1K ﹤0.01%
+47
1709
$1K ﹤0.01%
+17
1710
$1K ﹤0.01%
+33
1711
$1K ﹤0.01%
+84
1712
$1K ﹤0.01%
+42
1713
$1K ﹤0.01%
+18
1714
$1K ﹤0.01%
+12
1715
$1K ﹤0.01%
+9
1716
$1K ﹤0.01%
+29
1717
$1K ﹤0.01%
+11
1718
$1K ﹤0.01%
+22
1719
$1K ﹤0.01%
+34
1720
$1K ﹤0.01%
+8
1721
$1K ﹤0.01%
+66
1722
$1K ﹤0.01%
+20
1723
$1K ﹤0.01%
+77
1724
$1K ﹤0.01%
+50
1725
$1K ﹤0.01%
+6