Avantax Advisory Services, Inc.
CIK Number: 0001303042
16.48B
Market Value
2,073
# of Holdings
11 months
Avg. Holding Period
34.95%
Win Rate
21.25%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russel... | 104.60 | +0.43% | 10.38M | -0.38% | 1.07B | 62.64 | 6.73% |
| 2 | IVV | iShares Core S&... | 599.22 | +0.05% | 1.79M | +0.69% | 1.05B | 385.21 | 6.62% |
| 3 | AGG | iShares Core U.... | 98.00 | +0.57% | 8.99M | +3.02% | 871.5M | 102.24 | 5.47% |
| 4 | SCHD | Schwab U.S. Div... | 26.30 | -0.53% | 26M | +205.84% | 710.42M | 24.94 | 4.46% |
| 5 | VTV | Vanguard Value ... | 171.74 | -0.49% | 3.15M | +8.16% | 532.92M | 145.27 | 3.35% |
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