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
3426
$2.47K ﹤0.01%
+233
3427
$2.47K ﹤0.01%
+612
3428
$2.47K ﹤0.01%
+73
3429
$2.44K ﹤0.01%
+132
3430
$2.35K ﹤0.01%
+116
3431
$2.3K ﹤0.01%
+294
3432
$2.26K ﹤0.01%
325
-9,716
3433
$2.22K ﹤0.01%
+73
3434
$2.21K ﹤0.01%
+109
3435
$2.16K ﹤0.01%
+111
3436
$2.07K ﹤0.01%
+58
3437
$2.04K ﹤0.01%
+43
3438
$2.03K ﹤0.01%
+113
3439
$1.99K ﹤0.01%
+100
3440
$1.97K ﹤0.01%
+124
3441
$1.92K ﹤0.01%
+130
3442
$1.9K ﹤0.01%
+88
3443
$1.9K ﹤0.01%
+104
3444
$1.81K ﹤0.01%
+72
3445
$1.78K ﹤0.01%
+59
3446
$1.78K ﹤0.01%
+87
3447
$1.77K ﹤0.01%
+35
3448
$1.73K ﹤0.01%
+124
3449
$1.72K ﹤0.01%
+147
3450
$1.71K ﹤0.01%
145
-16,878
136 137
138
139 140