APP

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
1826
$0 ﹤0.01%
+10
1827
$0 ﹤0.01%
+3
1828
$0 ﹤0.01%
+4
1829
$0 ﹤0.01%
+7
1830
$0 ﹤0.01%
+15
1831
$0 ﹤0.01%
+37
1832
$0 ﹤0.01%
+6
1833
$0 ﹤0.01%
+7
1834
$0 ﹤0.01%
+9
1835
$0 ﹤0.01%
+2
1836
$0 ﹤0.01%
+19
1837
$0 ﹤0.01%
+25
1838
$0 ﹤0.01%
+15
1839
$0 ﹤0.01%
+11
1840
$0 ﹤0.01%
+16
1841
$0 ﹤0.01%
+5
1842
0
1843
$0 ﹤0.01%
+25
1844
$0 ﹤0.01%
+1
1845
$0 ﹤0.01%
+4
1846
$0 ﹤0.01%
+2
1847
$0 ﹤0.01%
+11
1848
$0 ﹤0.01%
+27
1849
$0 ﹤0.01%
+4
1850
$0 ﹤0.01%
+7