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
776
$1.99M ﹤0.01%
50,635
-4,013
777
$1.99M ﹤0.01%
21,599
+14,677
778
$1.98M ﹤0.01%
32,493
+2,162
779
$1.98M ﹤0.01%
5,941
+528
780
$1.96M ﹤0.01%
39,388
-617
781
$1.96M ﹤0.01%
410,756
+214,845
782
$1.95M ﹤0.01%
14,455
-6,773
783
$1.94M ﹤0.01%
35,720
-2,518
784
$1.94M ﹤0.01%
16,081
-587
785
$1.92M ﹤0.01%
65,495
+4,425
786
$1.92M ﹤0.01%
65,540
+4,970
787
$1.91M ﹤0.01%
25,839
-1,575
788
$1.91M ﹤0.01%
43,625
-44,483
789
$1.9M ﹤0.01%
28,462
+5,057
790
$1.9M ﹤0.01%
21,739
-1,329
791
$1.89M ﹤0.01%
111,262
+7,706
792
$1.89M ﹤0.01%
168,317
+12,511
793
$1.88M ﹤0.01%
18,761
794
$1.88M ﹤0.01%
96,731
+21,566
795
$1.87M ﹤0.01%
25,993
-13,473
796
$1.87M ﹤0.01%
99,270
-4,384
797
$1.87M ﹤0.01%
73,528
+6,148
798
$1.87M ﹤0.01%
71,504
-39,072
799
$1.87M ﹤0.01%
32,205
+15,005
800
$1.86M ﹤0.01%
29,453
+5,972
30 31
32
33 34