AVANTAX ADVISORY SERVICES, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA AVANTAX ADVISORY SERVICES, INC. | Institutional Filer | ▲ 10.41% | $18.20B | 2359 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2359)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 1.8M | $1.14B | 6.29% |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | — | 10.1M | $1.11B | 6.08% |
| 3 | AGG | ISHARES TR | — | 9.3M | $919.1M | 5.05% |
| 4 | SCHD | SCHWAB STRATEGIC TR | — | 28.4M | $753.6M | 4.14% |
| 5 | VTV | VANGUARD INDEX FDS | — | 3.3M | $583.4M | 3.21% |
| 6 | IEFA | ISHARES TR | — | 6.6M | $549.8M | 3.02% |
| 7 | VUG | VANGUARD INDEX FDS | — | 676K | $296.5M | 1.63% |
| 8 | NVDA | NVIDIA Corporation | Technology | 1.9M | $294.2M | 1.62% |
| 9 | QQQ | Invesco QQQ Trust | — | 489K | $269.9M | 1.48% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 434K | $267.8M | 1.47% |
| 11 | MSFT | Microsoft Corporation | Technology | 519K | $258.2M | 1.42% |
| 12 | AAPL | Apple Inc. | Technology | 1.2M | $254.3M | 1.40% |
| 13 | IWM | iShares Russell 2000 ETF | — | 917K | $197.8M | 1.09% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 772K | $169.3M | 0.93% |
| 15 | SCHG | SCHWAB STRATEGIC TR | — | 5.5M | $159.7M | 0.88% |
Showing 1 to 15 of 1000 holdings