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
501
$5.16M 0.01%
175,951
-910
502
$5.16M 0.01%
32,235
-4,478
503
$5.16M 0.01%
151,050
-7,000
504
$5.13M 0.01%
65,573
-3,207
505
$5.11M 0.01%
74,483
+492
506
$5.1M 0.01%
279,185
-4,989
507
$5.08M 0.01%
38,771
+9,932
508
$5.06M 0.01%
81,730
+62
509
$5.04M 0.01%
53,851
-1,590
510
$5.04M 0.01%
96,721
+754
511
$5.03M 0.01%
45,949
-11,804
512
$5.02M 0.01%
63,012
-4,057
513
$5.01M 0.01%
131,882
-1,281
514
$5.01M 0.01%
36,182
+243
515
$4.93M 0.01%
26,799
+1,745
516
$4.91M 0.01%
72,490
-5,816
517
$4.88M 0.01%
89,891
-15,431
518
$4.87M 0.01%
84,093
-7,068
519
$4.82M 0.01%
16,834
+2,308
520
$4.82M 0.01%
41,632
+960
521
$4.76M 0.01%
195,646
+56,360
522
$4.76M 0.01%
50,201
-4,361
523
$4.74M 0.01%
5,767
+645
524
$4.71M 0.01%
112,453
+1,534
525
$4.71M 0.01%
19,104
+188
19 20
21
22 23