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
776
$3.79M ﹤0.01%
43,958
-188
777
$3.78M ﹤0.01%
52,138
+2,747
778
$3.77M ﹤0.01%
34,921
+2,470
779
$3.77M ﹤0.01%
122,744
-4,230
780
$3.77M ﹤0.01%
65,293
-2,139
781
$3.77M ﹤0.01%
44,548
+19,802
782
$3.77M ﹤0.01%
71,259
-14,916
783
$3.75M ﹤0.01%
24,546
+10,772
784
$3.75M ﹤0.01%
40,597
+2,647
785
$3.75M ﹤0.01%
81,812
+42,368
786
$3.74M ﹤0.01%
48,379
+1,951
787
$3.74M ﹤0.01%
36,225
+1,526
788
$3.74M ﹤0.01%
41,768
-16,095
789
$3.74M ﹤0.01%
20,044
-1,140
790
$3.74M ﹤0.01%
20,033
+2,507
791
$3.74M ﹤0.01%
146,721
+63,174
792
$3.73M ﹤0.01%
183,782
-8,155
793
$3.72M ﹤0.01%
24,008
-4,068
794
$3.71M ﹤0.01%
33,287
+810
795
$3.7M ﹤0.01%
3,027
+266
796
$3.7M ﹤0.01%
43,546
-546
797
$3.69M ﹤0.01%
127,355
+80,516
798
$3.69M ﹤0.01%
10,877
+968
799
$3.69M ﹤0.01%
67,733
+3,024
800
$3.68M ﹤0.01%
53,964
+140
30 31
32
33 34