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
351
$9.47M 0.01%
128,287
+6,559
352
$9.47M 0.01%
181,268
-3,256
353
$9.45M 0.01%
65,992
+583
354
$9.39M 0.01%
135,304
+4,321
355
$9.31M 0.01%
204,900
+2,820
356
$9.27M 0.01%
222,300
+1,159
357
$9.21M 0.01%
40,337
-2,973
358
$9.17M 0.01%
35,891
-4,115
359
$9.17M 0.01%
147,178
-33,084
360
$9.16M 0.01%
318,401
-234,583
361
$9.09M 0.01%
54,757
+959
362
$9.03M 0.01%
18,598
+463
363
$9.02M 0.01%
1,915,318
+1,900,588
364
$8.94M 0.01%
132,622
+2,356
365
$8.94M 0.01%
49,316
+1,014
366
$8.9M 0.01%
80,990
+1,206
367
$8.82M 0.01%
46,092
-449
368
$8.77M 0.01%
27,813
+11,231
369
$8.77M 0.01%
180,664
+2,356
370
$8.67M 0.01%
172,055
-5,297
371
$8.62M 0.01%
135,665
+5,028
372
$8.61M 0.01%
179,607
-7,503
373
$8.56M 0.01%
22,173
+10,493
374
$8.53M 0.01%
372,047
-6,414
375
$8.5M 0.01%
72,791
+999
13 14
15
16 17