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
3401
$3.6K ﹤0.01%
+207
3402
$3.6K ﹤0.01%
+55
3403
$3.55K ﹤0.01%
+30
3404
$3.52K ﹤0.01%
+171
3405
$3.48K ﹤0.01%
+65
3406
$3.42K ﹤0.01%
14
-716
3407
$3.42K ﹤0.01%
+222
3408
$3.24K ﹤0.01%
+77
3409
$3.21K ﹤0.01%
+612
3410
$3.19K ﹤0.01%
+100
3411
$3.19K ﹤0.01%
+189
3412
$3.09K ﹤0.01%
+218
3413
$3.09K ﹤0.01%
+370
3414
$3.04K ﹤0.01%
+167
3415
$2.96K ﹤0.01%
+250
3416
$2.96K ﹤0.01%
+122
3417
$2.88K ﹤0.01%
+517
3418
$2.87K ﹤0.01%
+289
3419
$2.79K ﹤0.01%
+147
3420
$2.79K ﹤0.01%
+42
3421
$2.78K ﹤0.01%
325
3422
$2.75K ﹤0.01%
+30
3423
$2.71K ﹤0.01%
+207
3424
$2.51K ﹤0.01%
104
-11,921
3425
$2.49K ﹤0.01%
+93
135 136
137
138 139