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
551
$4.16M 0.01%
41,596
+1,870
552
$4.16M 0.01%
35,594
-3,627
553
$4.16M 0.01%
101,565
+7,196
554
$4.13M 0.01%
24,963
+2,459
555
$4.12M 0.01%
106,456
+34,404
556
$4.1M 0.01%
288,569
-68,574
557
$4.1M 0.01%
+49,973
558
$4.09M 0.01%
38,510
-6,379
559
$4.03M 0.01%
79,607
+55,135
560
$4.02M 0.01%
34,575
+2,038
561
$3.99M 0.01%
127,280
+22,825
562
$3.99M 0.01%
74,370
+567
563
$3.98M 0.01%
120,128
+5,851
564
$3.96M 0.01%
85,034
-88
565
$3.95M 0.01%
24,935
-956
566
$3.94M 0.01%
195,340
+7,938
567
$3.92M 0.01%
147,218
+9,531
568
$3.91M 0.01%
224,046
+12,819
569
$3.89M 0.01%
95,953
+27,665
570
$3.86M 0.01%
2,930
+175
571
$3.85M 0.01%
96,565
-20,489
572
$3.85M 0.01%
248,833
-14,191
573
$3.79M 0.01%
17,920
-14
574
$3.79M 0.01%
10,394
+120
575
$3.78M 0.01%
13,613
+108
21 22
23
24 25