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
3376
$7.41K ﹤0.01%
+303
3377
$7.33K ﹤0.01%
+200
3378
$7.09K ﹤0.01%
+293
3379
$6.86K ﹤0.01%
+127
3380
$6.84K ﹤0.01%
+142
3381
$6.82K ﹤0.01%
+12
3382
$6.63K ﹤0.01%
+28
3383
$6.35K ﹤0.01%
+382
3384
$5.82K ﹤0.01%
+68
3385
$5.67K ﹤0.01%
+603
3386
$5.5K ﹤0.01%
+112
3387
$5.23K ﹤0.01%
+60
3388
$5.15K ﹤0.01%
+282
3389
$4.98K ﹤0.01%
+133
3390
$4.97K ﹤0.01%
+90
3391
$4.9K ﹤0.01%
+77
3392
$4.61K ﹤0.01%
+416
3393
$4.58K ﹤0.01%
+94
3394
$4.55K ﹤0.01%
+78
3395
$4.52K ﹤0.01%
+72
3396
$4.42K ﹤0.01%
+78
3397
$4.35K ﹤0.01%
601
-30,936
3398
$4.23K ﹤0.01%
+97
3399
$4.12K ﹤0.01%
+337
3400
$3.64K ﹤0.01%
162
-6,899
134 135
136
137 138