Avantax Advisory Services, Inc.
CIK Number: 0001303042
15.92B
Market Value
1,821
# of Holdings
10 months
Avg. Holding Period
75.48%
Win Rate
24.58%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 586.14 | -1.83% | 1.78M | -0.78% | 1.03B | 383.81 | 6.74% | |
| 2 | Vanguard Scotts... | 98.86 | -2.58% | 10.42M | -2.12% | 1.01B | 62.64 | 6.60% | |
| 3 | Ishares Tr | 99.14 | -0.11% | 8.73M | +100.57% | 884.12M | 102.4 | 5.80% | |
| 4 | Schwab Strategi... | 28.34 | -0.68% | 8.5M | +2.79% | 718.71M | 24.89 | 4.72% | |
| 5 | Vanguard Index ... | 176.33 | -1.01% | 2.91M | +8.47% | 508.05M | 143.31 | 3.33% |
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