HoldingsChannel.com
Avantax Advisory Services Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 1,139,621 +917,783 $368,488
     IVV1,139,621+917,783$368,488
ISHARES TR (IWM) 1,895,062 +672,737 $313,608
     IWM1,895,062+672,737$313,608
ETFIS SER TR I 9,283,495 +424,106 $235,615
     VRAI9,283,495+424,106$235,615
ETFIS SER TR I 8,027,920 +477,828 $200,849
     VPC8,027,920+477,828$200,849
ISHARES TR (IWR) 3,281,779 +174,678 $195,533
     IWR3,281,779+174,678$195,533
ISHARES TR (AGG) 1,518,324 +1,455,713 $170,641
     AGG1,518,324+1,455,713$170,641
LEGG MASON ETF INVT TR (LRGE) 4,234,036 +130,017 $161,105
     LRGE4,234,036+130,017$161,105
FIRST TR EXCHANGE TRADED FD (NXTG) 2,611,879 +101,033 $143,293
     NXTG2,611,879+101,033$143,293
LATTICE STRATEGIES TR 4,647,330 +106,519 $136,392
     RODM4,647,330+106,519$136,392
INVESCO EXCHNG TRADED FD TR (PXH) 4,482,880 +159,505 $99,914
     PXH4,482,880+159,505$99,914
ISHARES TR (IEFA) 1,494,030 +1,454,011 $97,489
     IEFA1,494,030+1,454,011$97,489
ISHARES TR (LQD) 690,512 +75,313 $88,501
     LQD690,512+75,313$88,501
WISDOMTREE TR 1,903,780 +84,977 $87,132
     DEM1,903,780+84,977$87,132
ISHARES INC (IEMG) 948,993 +923,584 $51,054
     IEMG948,993+923,584$51,054
VANGUARD INDEX FDS (VNQ) 537,674 +443,274 $49,897
     VNQ537,674+443,274$49,897
FIRST TR VALUE LINE DIVID IN (FVD) 1,189,779 +1,029,740 $42,872
     FVD1,189,779+1,029,740$42,872
APPLE INC 142,473 -6,259 $41,841
     AAPL142,473-6,259$41,841
WISDOMTREE TR 1,413,185 +108,391 $35,420
     USFR1,413,185+108,391$35,420
ISHARES TR (USMV) 498,623 +238,715 $32,701
     USMV498,623+238,715$32,701
ISHARES TR (IJR) 358,692 +240,618 $30,218
     IJR358,692+240,618$30,218
SPDR S&P 500 ETF TR (SPY) 88,014 +56,851 $28,327
     SPY88,014+56,851$28,327
INVESCO QQQ TR 108,255 +78,055 $23,008
     QQQ108,255+78,055$23,008
VANGUARD WHITEHALL FDS INC (VYM) 241,935 +115,367 $22,672
     VYM241,935+115,367$22,672
ISHARES TR (EFAV) 299,959 +279,715 $22,350
     EFAV299,959+279,715$22,350
VANGUARD INDEX FDS (VUG) 111,679 +18,208 $20,338
     VUG111,679+18,208$20,338
MICROSOFT CORP 128,708 +28,314 $20,311
     MSFT128,708+28,314$20,311
INVESCO EXCHNG TRADED FD TR (RDIV) 512,922 -24,869 $20,242
     RDIV512,922-24,869$20,242
VANGUARD INDEX FDS (VTV) 160,827 +53,227 $19,283
     VTV160,827+53,227$19,283
VANGUARD INDEX FDS (VTI) 117,414 +52,420 $19,210
     VTI117,414+52,420$19,210
ISHARES TR (PFF) 501,140 +131,982 $18,836
     PFF501,140+131,982$18,836
FIRST TR EXCHANG TRADED FD I (FMB) 336,440 +54,839 $18,685
     FMB336,440+54,839$18,685
VANGUARD SCOTTSDALE FDS (VCSH) 226,678 +216,455 $18,364
     VCSH226,678+216,455$18,364
ISHARES TR (IVW) 93,450 +54,782 $18,104
     IVW93,450+54,782$18,104
BERKSHIRE HATHAWAY INC DEL      $18,047
     BRK.B69,188+30,655$15,669
     BRK.A7+1$2,378
VANGUARD INDEX FDS (VB) 108,828 +68,567 $18,025
     VB108,828+68,567$18,025
VERIZON COMMUNICATIONS INC 288,309 +85,499 $17,695
     VZ288,309+85,499$17,695
HARTFORD FDS EXCHANGE TRADE (HMOP) 405,835 +34,265 $16,959
     HMOP405,835+34,265$16,959
ISHARES TR (HDV) 171,121 +136,998 $16,784
     HDV171,121+136,998$16,784
JOHN HANCOCK ETF TRUST (JHML) 396,303 +29,705 $16,332
     JHML396,303+29,705$16,332
LATTICE STRATEGIES TR 469,567 +24,237 $15,827
     ROUS469,567+24,237$15,827
VANGUARD TAX MANAGED INTL FD (VEA) 356,333 +300,769 $15,708
     VEA356,333+300,769$15,708
AMAZON COM INC 8,463 +1,824 $15,648
     AMZN8,463+1,824$15,648
WISDOMTREE TR 590,802 +35,865 $15,127
     DWMF590,802+35,865$15,127
INVESCO EXCHANGE TRADED FD T (RPG) 119,343 +119,343 $15,114
     RPG119,343+119,343$15,114
INVESCO EXCHNG TRADED FD TR (SPHD) 334,569 +326,831 $14,731
     SPHD334,569+326,831$14,731
ISHARES TR (IWC) 146,710 +12,313 $14,598
     IWC146,710+12,313$14,598
ISHARES TR (DVY) 132,342 +29,209 $13,978
     DVY132,342+29,209$13,978
ISHARES TR (IJH) 67,374 +41,552 $13,873
     IJH67,374+41,552$13,873
VANGUARD INTL EQUITY INDEX F (VWO) 311,476 +258,852 $13,850
     VWO311,476+258,852$13,850
ISHARES TR (EFA) 193,409 +158,410 $13,431
     EFA193,409+158,410$13,431

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 12/31/2019: $4,312,704
At 09/30/2019: $2,472,800

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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