Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,690
New
Increased
Reduced
Closed

Top Buys

1
+$639M
2
+$524M
3
+$213M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$205M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$174M

Top Sells

1
+$204M
2
+$113M
3
+$87.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$29.9M

Sector Composition

1 Technology 7.11%
2 Financials 3.31%
3 Consumer Discretionary 2.07%
4 Healthcare 1.66%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$33.5K ﹤0.01%
14,180
+1,100
3277
$33K ﹤0.01%
18,666
-734
3278
$32.8K ﹤0.01%
+7,000
3279
$32.5K ﹤0.01%
+1,576
3280
$30.5K ﹤0.01%
+987
3281
$29.7K ﹤0.01%
+1,838
3282
$29.4K ﹤0.01%
24,900
-1,000
3283
$29.1K ﹤0.01%
10,016
3284
$28.6K ﹤0.01%
7,709
-2,851
3285
$28.5K ﹤0.01%
+1,793
3286
$28.5K ﹤0.01%
12,908
+910
3287
$28.4K ﹤0.01%
16,811
-1,600
3288
$28.2K ﹤0.01%
+2,402
3289
$28.2K ﹤0.01%
25,177
-3,807
3290
$27.2K ﹤0.01%
+2,662
3291
$27.1K ﹤0.01%
547
-3,925
3292
$26.9K ﹤0.01%
2,772
+20
3293
$26.8K ﹤0.01%
+1,551
3294
$26.7K ﹤0.01%
17,322
-7,487
3295
$26.3K ﹤0.01%
+342
3296
$26.1K ﹤0.01%
195
-794
3297
$25.6K ﹤0.01%
+1,333
3298
$25.6K ﹤0.01%
+2,233
3299
$25.3K ﹤0.01%
+225
3300
$25.2K ﹤0.01%
+1,054
130 131
132
133 134