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
526
$4.68M 0.01%
127,510
+1,950
527
$4.65M 0.01%
55,906
+1,020
528
$4.6M 0.01%
8,118
-813
529
$4.57M 0.01%
29,062
-330
530
$4.56M 0.01%
15,085
+1,845
531
$4.56M 0.01%
72,950
+3,554
532
$4.52M 0.01%
35,541
+1,555
533
$4.49M 0.01%
70,660
+14,051
534
$4.49M 0.01%
256,242
-711
535
$4.45M 0.01%
798
+16
536
$4.43M 0.01%
105,616
+1,624
537
$4.41M 0.01%
71,161
-280
538
$4.39M 0.01%
39,598
-1,481
539
$4.36M 0.01%
288,890
+7,768
540
$4.35M 0.01%
46,682
-4,816
541
$4.35M 0.01%
196,819
+6
542
$4.34M 0.01%
219,637
-42
543
$4.32M 0.01%
62,888
-9,646
544
$4.27M 0.01%
79,108
-1,606
545
$4.27M 0.01%
43,041
+21,437
546
$4.26M 0.01%
38,485
+2,352
547
$4.26M 0.01%
77,931
-5,835
548
$4.22M 0.01%
13,806
+704
549
$4.18M 0.01%
165,527
+51,580
550
$4.17M 0.01%
28,444
+681
20 21
22
23 24