Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$195M
2
+$144M
3
+$113M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$83.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$76.7M

Top Sells

1
+$172M
2
+$132M
3
+$125M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$77.3M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$76.6M

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
2551
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-20,446
2552
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2553
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-29,989
2554
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-11,500
2555
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2556
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2557
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-51,362
2558
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-17,448
2559
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2560
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-65,435
2561
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-482
2562
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-8,737
2563
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-6,049
2564
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2565
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-839
2566
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-65
2567
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-5
2568
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-1
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2570
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2571
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2572
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2573
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-1,000
2574
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2575
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-10,682
101 102
103
104 105