HoldingsChannel.com
Avantax Advisory Services Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 1,138,232 -1,389 $294,257
     IVV1,138,232-1,389$294,257
ISHARES TR (IWM) 1,966,388 +71,326 $224,970
     IWM1,966,388+71,326$224,970
ISHARES TR (AGG) 1,543,952 +25,628 $178,095
     AGG1,543,952+25,628$178,095
ISHARES TR (IWR) 3,366,095 +84,316 $145,351
     IWR3,366,095+84,316$145,351
LEGG MASON ETF INVT TR (LRGE) 4,202,640 -31,396 $136,244
     LRGE4,202,640-31,396$136,244
FIRST TR EXCHANGE TRADED FD (NXTG) 2,600,397 -11,482 $121,309
     NXTG2,600,397-11,482$121,309
LATTICE STRATEGIES TR 4,649,253 +1,923 $102,386
     RODM4,649,253+1,923$102,386
ISHARES TR (LQD) 685,902 -4,610 $84,640
     LQD685,902-4,610$84,640
ETFIS SER TR I 4,908,571 -4,374,924 $79,058
     VRAI4,908,571-4,374,924$79,058
ETFIS SER TR I 5,156,705 -2,871,215 $76,471
     VPC5,156,705-2,871,215$76,471
ISHARES TR (IEFA) 1,494,853 +823 $74,597
     IEFA1,494,853+823$74,597
INVESCO EXCHANGE TRADED FD T (PXH) 4,561,053 +78,173 $70,304
     PXH4,561,053+78,173$70,304
WISDOMTREE TR 1,943,017 +39,237 $62,640
     DEM1,943,017+39,237$62,640
VANGUARD INDEX FDS (VNQ) 568,236 +30,562 $39,704
     VNQ568,236+30,562$39,704
ISHARES INC (IEMG) 965,708 +16,715 $38,990
     IEMG965,708+16,715$38,990
APPLE INC 150,699 +8,226 $38,331
     AAPL150,699+8,226$38,331
WISDOMTREE TR 1,441,361 +28,176 $36,173
     USFR1,441,361+28,176$36,173
FIRST TR VALUE LINE DIVID IN (FVD) 1,254,088 +64,309 $34,723
     FVD1,254,088+64,309$34,723
SPDR S&P 500 ETF TR (SPY) 118,427 +30,413 $30,527
     SPY118,427+30,413$30,527
INVESCO QQQ TR 135,455 +27,200 $25,820
     QQQ135,455+27,200$25,820
ISHARES TR (USMV) 459,045 -39,578 $24,799
     USMV459,045-39,578$24,799
MICROSOFT CORP 138,618 +9,910 $21,874
     MSFT138,618+9,910$21,874
ISHARES TR (EFAV) 300,790 +831 $18,663
     EFAV300,790+831$18,663
ISHARES TR (IJR) 329,906 -28,786 $18,566
     IJR329,906-28,786$18,566
VANGUARD SCOTTSDALE FDS (VCSH) 229,134 +2,456 $18,128
     VCSH229,134+2,456$18,128
FIRST TR EXCH TRADED FD III (FMB) 321,303 -15,137 $17,364
     FMB321,303-15,137$17,364
AMAZON COM INC 8,563 +100 $16,722
     AMZN8,563+100$16,722
VANGUARD INDEX FDS (VUG) 106,523 -5,156 $16,701
     VUG106,523-5,156$16,701
ISHARES TR (PFF) 520,569 +19,429 $16,587
     PFF520,569+19,429$16,587
HARTFORD FDS EXCHANGE TRADED (HMOP) 402,938 -2,897 $16,547
     HMOP402,938-2,897$16,547
VERIZON COMMUNICATIONS INC 302,914 +14,605 $16,269
     VZ302,914+14,605$16,269
ISHARES TR (IVW) 98,393 +4,943 $16,234
     IVW98,393+4,943$16,234
VANGUARD INDEX FDS (VTI) 125,337 +7,923 $16,165
     VTI125,337+7,923$16,165
VANGUARD WHITEHALL FDS (VYM) 224,227 -17,708 $15,868
     VYM224,227-17,708$15,868
BERKSHIRE HATHAWAY INC DEL      $15,814
     BRK.B74,573+5,385$13,638
     BRK.A8+1$2,176
VANGUARD INDEX FDS (VTV) 175,506 +14,679 $15,629
     VTV175,506+14,679$15,629
SPDR GOLD TRUST (GLD) 90,832 +2,654 $13,454
     GLD90,832+2,654$13,454
WISDOMTREE TR 633,649 +42,847 $13,278
     DWMF633,649+42,847$13,278
JOHN HANCOCK ETF TRUST (JHML) 411,134 +14,831 $13,190
     JHML411,134+14,831$13,190
LATTICE STRATEGIES TR 495,777 +26,210 $12,930
     ROUS495,777+26,210$12,930
ISHARES TR (HDV) 179,582 +8,461 $12,858
     HDV179,582+8,461$12,858
VANGUARD INDEX FDS (VB) 105,787 -3,041 $12,215
     VB105,787-3,041$12,215
VANGUARD TAX MANAGED INTL FD (VEA) 365,161 +8,828 $12,180
     VEA365,161+8,828$12,180
VANGUARD BD INDEX FDS (BND) 140,911 +12,495 $12,021
     BND140,911+12,495$12,021
VANGUARD INTL EQUITY INDEX F (VWO) 337,974 +26,498 $11,340
     VWO337,974+26,498$11,340
ETF SER SOLUTIONS (DSTL) 456,812 +19,356 $11,295
     DSTL456,812+19,356$11,295
SPDR SER TR (SHM) 224,514 +8,141 $10,987
     SHM224,514+8,141$10,987
ISHARES TR (IUSG) 191,348 +121,372 $10,930
     IUSG191,348+121,372$10,930
ISHARES TR (EFA) 200,945 +7,536 $10,746
     EFA200,945+7,536$10,746
FIRST TR EXCH TRADED FD III (FPE) 650,766 +48,215 $10,666
     FPE650,766+48,215$10,666

See Full List: All Stocks Held By Avantax Advisory Services Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Avantax Advisory Services Inc.

Size ($ in 1000's)
At 03/31/2020: $3,350,980
At 12/31/2019: $4,312,704

Avantax Advisory Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avantax Advisory Services Inc. 13F filings. Link to 13F filings: SEC filings

Avantax Advisory Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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