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
2026
$621K ﹤0.01%
7,503
+1,032
2027
$620K ﹤0.01%
20,353
+6,810
2028
$619K ﹤0.01%
16,553
+2,372
2029
$617K ﹤0.01%
19,425
+4,758
2030
$617K ﹤0.01%
6,047
+266
2031
$617K ﹤0.01%
24,439
+2,655
2032
$615K ﹤0.01%
43,789
+10,864
2033
$615K ﹤0.01%
60,197
+14,950
2034
$615K ﹤0.01%
+16,216
2035
$614K ﹤0.01%
12,862
+2,753
2036
$614K ﹤0.01%
60,654
+11,261
2037
$613K ﹤0.01%
+10,326
2038
$613K ﹤0.01%
2,043
-497
2039
$612K ﹤0.01%
+22,113
2040
$612K ﹤0.01%
6,137
-2,243
2041
$611K ﹤0.01%
1,415
-85
2042
$610K ﹤0.01%
14,965
-1,110
2043
$610K ﹤0.01%
7,322
-945
2044
$609K ﹤0.01%
18,495
+5,369
2045
$606K ﹤0.01%
9,385
-4,550
2046
$604K ﹤0.01%
7,895
+57
2047
$603K ﹤0.01%
6,404
+986
2048
$603K ﹤0.01%
6,921
+2,880
2049
$602K ﹤0.01%
6,514
+1,136
2050
$601K ﹤0.01%
10,443
+3,564
80 81
82
83 84