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
701
$2.53M ﹤0.01%
23,006
+5,353
702
$2.52M ﹤0.01%
240,206
+10,372
703
$2.5M ﹤0.01%
46,096
-32,576
704
$2.49M ﹤0.01%
16,490
-5,881
705
$2.47M ﹤0.01%
24,965
-1,070
706
$2.45M ﹤0.01%
28,979
-41
707
$2.45M ﹤0.01%
54,525
+10,107
708
$2.45M ﹤0.01%
27,879
-7,534
709
$2.43M ﹤0.01%
231,158
+21,472
710
$2.43M ﹤0.01%
42,262
+1,237
711
$2.42M ﹤0.01%
10,758
+688
712
$2.41M ﹤0.01%
17,370
+3,153
713
$2.41M ﹤0.01%
20,914
+191
714
$2.4M ﹤0.01%
11,424
-46
715
$2.4M ﹤0.01%
21,784
+1,174
716
$2.39M ﹤0.01%
3,802
-2
717
$2.39M ﹤0.01%
44,691
+1,688
718
$2.38M ﹤0.01%
14,291
-314
719
$2.37M ﹤0.01%
34,638
-11,123
720
$2.36M ﹤0.01%
159,003
-2,825
721
$2.35M ﹤0.01%
24,700
-100
722
$2.35M ﹤0.01%
80,072
-497
723
$2.34M ﹤0.01%
15,093
+2,550
724
$2.34M ﹤0.01%
109,549
+9,420
725
$2.32M ﹤0.01%
13,709
+41
27 28
29
30 31