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
876
$1.58M ﹤0.01%
16,394
+1,342
877
$1.58M ﹤0.01%
12,909
+478
878
$1.57M ﹤0.01%
21,524
+2,516
879
$1.57M ﹤0.01%
31,334
-2,335
880
$1.56M ﹤0.01%
60,399
+20,239
881
$1.55M ﹤0.01%
44,224
-817
882
$1.55M ﹤0.01%
7,944
+628
883
$1.54M ﹤0.01%
+145,701
884
$1.54M ﹤0.01%
8,201
+1,798
885
$1.54M ﹤0.01%
25,285
-400
886
$1.54M ﹤0.01%
26,956
+3,472
887
$1.52M ﹤0.01%
17,132
-921
888
$1.51M ﹤0.01%
20,561
+692
889
$1.51M ﹤0.01%
78,217
+1,353
890
$1.5M ﹤0.01%
6,866
+242
891
$1.5M ﹤0.01%
38,444
+11,907
892
$1.49M ﹤0.01%
7,751
+4,750
893
$1.49M ﹤0.01%
33,987
-1,293
894
$1.49M ﹤0.01%
2,495
+48
895
$1.47M ﹤0.01%
11,118
-1,634
896
$1.47M ﹤0.01%
30,793
+1,697
897
$1.47M ﹤0.01%
12,916
-119
898
$1.46M ﹤0.01%
24,100
+31
899
$1.46M ﹤0.01%
53,560
+3,712
900
$1.46M ﹤0.01%
25,277
+8,236
34 35
36
37 38