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
1276
$1.61M ﹤0.01%
28,534
-1,884
1277
$1.6M ﹤0.01%
12,281
+416
1278
$1.6M ﹤0.01%
106,303
-2,815
1279
$1.6M ﹤0.01%
20,052
-6,347
1280
$1.6M ﹤0.01%
4,817
+202
1281
$1.6M ﹤0.01%
17,670
-386
1282
$1.6M ﹤0.01%
36,526
-1,512
1283
$1.6M ﹤0.01%
245,171
+68,803
1284
$1.6M ﹤0.01%
39,451
+856
1285
$1.6M ﹤0.01%
66,756
+34,868
1286
$1.59M ﹤0.01%
157,810
+43,254
1287
$1.59M ﹤0.01%
12,774
-567
1288
$1.59M ﹤0.01%
53,020
-13,103
1289
$1.59M ﹤0.01%
62,877
+4,767
1290
$1.59M ﹤0.01%
22,027
+3,514
1291
$1.59M ﹤0.01%
7,736
+150
1292
$1.58M ﹤0.01%
65,052
-22,776
1293
$1.58M ﹤0.01%
36,148
+9,369
1294
$1.57M ﹤0.01%
67,363
-1,515
1295
$1.57M ﹤0.01%
16,134
+719
1296
$1.57M ﹤0.01%
23,048
-176
1297
$1.56M ﹤0.01%
22,866
-840
1298
$1.55M ﹤0.01%
15,594
+4,675
1299
$1.55M ﹤0.01%
13,761
+5,700
1300
$1.55M ﹤0.01%
57,403
+6,974
50 51
52
53 54