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
$69.4B
AUM Growth
+$2.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,691
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$140M
3
+$113M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$82.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$77.8M

Top Sells

1
+$175M
2
+$132M
3
+$126M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.3M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$76.3M

Sector Composition

1 Technology 4.74%
2 Financials 2.81%
3 Healthcare 1.59%
4 Consumer Discretionary 1.56%
5 Consumer Staples 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$586 ﹤0.01%
+59
2477
$563 ﹤0.01%
+84
2478
$555 ﹤0.01%
+6
2479
$552 ﹤0.01%
+41
2480
$550 ﹤0.01%
+6
2481
$542 ﹤0.01%
+17
2482
$537 ﹤0.01%
+72
2483
$530 ﹤0.01%
+8
2484
$527 ﹤0.01%
+175
2485
$523 ﹤0.01%
+30
2486
$521 ﹤0.01%
+15
2487
$514 ﹤0.01%
+31
2488
$509 ﹤0.01%
+11
2489
$501 ﹤0.01%
+38
2490
$495 ﹤0.01%
10
-2,746
2491
$495 ﹤0.01%
+33
2492
$494 ﹤0.01%
+3
2493
$489 ﹤0.01%
+35
2494
$485 ﹤0.01%
+53
2495
$464 ﹤0.01%
+33
2496
$453 ﹤0.01%
+30
2497
$422 ﹤0.01%
+28
2498
$395 ﹤0.01%
+64
2499
$389 ﹤0.01%
+23
2500
$374 ﹤0.01%
+5
98 99
100
101 102