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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
1726
$1K ﹤0.01%
+58
1727
$1K ﹤0.01%
+11
1728
$1K ﹤0.01%
+21
1729
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1730
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+21
1731
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+26
1732
$1K ﹤0.01%
+20
1733
$1K ﹤0.01%
+9
1734
$1K ﹤0.01%
+20
1735
$1K ﹤0.01%
+14
1736
$1K ﹤0.01%
+52
1737
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+14
1738
$1K ﹤0.01%
+100
1739
$1K ﹤0.01%
+42
1740
$1K ﹤0.01%
+26
1741
$1K ﹤0.01%
+10
1742
$1K ﹤0.01%
+20
1743
$1K ﹤0.01%
+61
1744
$1K ﹤0.01%
+22
1745
$1K ﹤0.01%
+41
1746
$1K ﹤0.01%
+80
1747
$1K ﹤0.01%
+21
1748
$1K ﹤0.01%
+20
1749
$1K ﹤0.01%
+8
1750
$1K ﹤0.01%
+41
68 69
70
71 72