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
826
$1.75M ﹤0.01%
2,369
-261
827
$1.75M ﹤0.01%
8,774
+987
828
$1.74M ﹤0.01%
46,676
+259
829
$1.74M ﹤0.01%
9,723
-570
830
$1.74M ﹤0.01%
94,616
+73
831
$1.73M ﹤0.01%
180,056
+51,326
832
$1.73M ﹤0.01%
75,539
+819
833
$1.73M ﹤0.01%
11,162
+411
834
$1.73M ﹤0.01%
31,645
-3,020
835
$1.73M ﹤0.01%
33,588
+5,065
836
$1.72M ﹤0.01%
17,586
+113
837
$1.71M ﹤0.01%
19,791
-5,342
838
$1.71M ﹤0.01%
12,132
+353
839
$1.71M ﹤0.01%
7,729
-408
840
$1.71M ﹤0.01%
6,532
+1,130
841
$1.71M ﹤0.01%
31,194
-2,478
842
$1.7M ﹤0.01%
24,465
+6,782
843
$1.7M ﹤0.01%
52,062
+131
844
$1.7M ﹤0.01%
26,999
-1,205
845
$1.69M ﹤0.01%
33,656
-3,279
846
$1.69M ﹤0.01%
38,050
+5,879
847
$1.69M ﹤0.01%
88,776
-58
848
$1.69M ﹤0.01%
77,448
-14
849
$1.68M ﹤0.01%
40,089
-2,298
850
$1.68M ﹤0.01%
19,945
+493
32 33
34
35 36