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
3301
$25.2K ﹤0.01%
15,079
+2,628
3302
$24.9K ﹤0.01%
14,367
-1,578
3303
$23.7K ﹤0.01%
593
-4,196
3304
$23.5K ﹤0.01%
+375
3305
$23.2K ﹤0.01%
11,057
-10,549
3306
$22.7K ﹤0.01%
+492
3307
$22.6K ﹤0.01%
1,595
-11,717
3308
$22.5K ﹤0.01%
+2,971
3309
$22.3K ﹤0.01%
14,116
-2,350
3310
$22.2K ﹤0.01%
+2,719
3311
$22.1K ﹤0.01%
+1,032
3312
$21.9K ﹤0.01%
+2,468
3313
$21.9K ﹤0.01%
+392
3314
$21.8K ﹤0.01%
+1,045
3315
$21.6K ﹤0.01%
+485
3316
$21.6K ﹤0.01%
13,588
3317
$21.3K ﹤0.01%
+2,910
3318
$21.1K ﹤0.01%
15,488
-3,230
3319
$20.6K ﹤0.01%
+631
3320
$20.3K ﹤0.01%
16,738
3321
$20.2K ﹤0.01%
927
-12,896
3322
$20.1K ﹤0.01%
19,664
+679
3323
$19.6K ﹤0.01%
+487
3324
$19.6K ﹤0.01%
+460
3325
$19.4K ﹤0.01%
21,295
131 132
133
134 135