Avantax Advisory Services, Inc.
CIK Number: 0001303042
15.92B
Market Value
2,043
# of Holdings
10 months
Avg. Holding Period
35.14%
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 | VONG | Vanguard Russel... | 87.92 | +0.10% | 10.38M | -0.38% | 1.07B | 62.64 | 6.73% |
| 2 | IVV | iShares Core S&... | 528.98 | +0.16% | 1.79M | +0.69% | 1.05B | 385.21 | 6.62% |
| 3 | AGG | iShares Core U.... | 97.89 | -0.24% | 8.99M | +3.02% | 871.5M | 102.24 | 5.47% |
| 4 | SCHD | Schwab U.S. Div... | 25.41 | +1.13% | 26M | +205.84% | 710.42M | 24.94 | 4.46% |
| 5 | VTV | Vanguard Value ... | 161.78 | +0.25% | 3.15M | +8.16% | 532.92M | 145.27 | 3.35% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.