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
426
$6.8M 0.01%
342,617
+88,037
427
$6.8M 0.01%
112,667
-3,541
428
$6.73M 0.01%
291,714
-27,864
429
$6.71M 0.01%
111,231
+4,245
430
$6.67M 0.01%
187,730
+1,819
431
$6.63M 0.01%
58,029
+1,801
432
$6.58M 0.01%
176,346
+26,436
433
$6.57M 0.01%
186,265
-6,800
434
$6.54M 0.01%
210,545
-796
435
$6.51M 0.01%
132,620
+10,283
436
$6.47M 0.01%
67,665
-1,400
437
$6.47M 0.01%
34,570
-3,278
438
$6.44M 0.01%
41,768
-33,770
439
$6.43M 0.01%
261,445
+133,332
440
$6.43M 0.01%
51,804
-9,885
441
$6.4M 0.01%
45,466
+305
442
$6.4M 0.01%
86,715
+3,013
443
$6.35M 0.01%
33,158
+3,782
444
$6.3M 0.01%
2,374
-194
445
$6.25M 0.01%
175,673
+15,038
446
$6.21M 0.01%
18,490
+481
447
$6.21M 0.01%
105,867
+5,058
448
$6.2M 0.01%
33,261
+540
449
$6.17M 0.01%
98,805
+2,223
450
$6.16M 0.01%
37,007
+4,437
16 17
18
19 20