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
251
$15.8M 0.02%
210,008
-4,208
252
$15.8M 0.02%
110,144
+16,353
253
$15.7M 0.02%
389,811
+76,194
254
$15.6M 0.02%
190,063
+22,970
255
$15.4M 0.02%
227,683
-2,214
256
$15.3M 0.02%
195,561
+2,734
257
$15.1M 0.02%
32,712
-30
258
$15M 0.02%
63,051
+1,512
259
$14.9M 0.02%
275,630
-1,047
260
$14.8M 0.02%
731,047
261
$14.6M 0.02%
297,132
+2,202
262
$14.6M 0.02%
74,118
-2,364
263
$14.5M 0.02%
165,424
-8,614
264
$14.4M 0.02%
190,197
-5,331
265
$14.4M 0.02%
188,673
-41,155
266
$14.3M 0.02%
604,347
+277
267
$14.2M 0.02%
185,155
-9,455
268
$14.2M 0.02%
151,242
+624
269
$14.1M 0.02%
455,469
-14,253
270
$14M 0.02%
247,365
+16,740
271
$13.9M 0.02%
584,842
-487,354
272
$13.7M 0.02%
259,218
+47,904
273
$13.7M 0.02%
64,671
-3,922
274
$13.7M 0.02%
59,788
-1,211
275
$13.7M 0.02%
142,907
+7,755
9 10
11
12 13