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
3451
$1.7K ﹤0.01%
638
-12,002
3452
$1.67K ﹤0.01%
+369
3453
$1.66K ﹤0.01%
+93
3454
$1.65K ﹤0.01%
+66
3455
$1.65K ﹤0.01%
+391
3456
$1.62K ﹤0.01%
+81
3457
$1.62K ﹤0.01%
+17
3458
$1.6K ﹤0.01%
+100
3459
$1.58K ﹤0.01%
150
-12,231
3460
$1.57K ﹤0.01%
+128
3461
$1.57K ﹤0.01%
+249
3462
$1.56K ﹤0.01%
+64
3463
$1.55K ﹤0.01%
67
-10,063
3464
$1.52K ﹤0.01%
+79
3465
$1.49K ﹤0.01%
65
-12,030
3466
$1.48K ﹤0.01%
+124
3467
$1.47K ﹤0.01%
+55
3468
$1.47K ﹤0.01%
+22
3469
$1.45K ﹤0.01%
348
-28,304
3470
$1.45K ﹤0.01%
+95
3471
$1.44K ﹤0.01%
+109
3472
$1.42K ﹤0.01%
+107
3473
$1.42K ﹤0.01%
+64
3474
$1.41K ﹤0.01%
+41
3475
$1.4K ﹤0.01%
+39
137 138
139
140 141