AVANTAX ADVISORY SERVICES, INC. - Portfolio overview

AVANTAX ADVISORY SERVICES, INC. has 2357 reported holdings in this dataset, with the latest filing dated 2025-08-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 6.29%
2. VONG - VANGUARD SCOTTSDALE FDS, 6.08%
3. AGG - ISHARES TR, 5.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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