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
926
$1.36M ﹤0.01%
55,558
+12,779
927
$1.36M ﹤0.01%
83,971
-17,670
928
$1.36M ﹤0.01%
30,347
+14,215
929
$1.35M ﹤0.01%
42,456
-318
930
$1.35M ﹤0.01%
38,099
+1,773
931
$1.35M ﹤0.01%
25,552
+5,714
932
$1.35M ﹤0.01%
28,016
+2,507
933
$1.34M ﹤0.01%
30,139
+35
934
$1.34M ﹤0.01%
33,384
-3,016
935
$1.34M ﹤0.01%
50,278
+12,093
936
$1.33M ﹤0.01%
86,212
+12,563
937
$1.33M ﹤0.01%
13,691
-322
938
$1.33M ﹤0.01%
17,742
+1,716
939
$1.33M ﹤0.01%
34,305
+150
940
$1.32M ﹤0.01%
69,171
+12,201
941
$1.32M ﹤0.01%
59,439
+7,813
942
$1.31M ﹤0.01%
20,412
+3,222
943
$1.31M ﹤0.01%
22,568
+2,224
944
$1.31M ﹤0.01%
8,681
-68
945
$1.3M ﹤0.01%
204,113
+32,234
946
$1.3M ﹤0.01%
22,108
+1,211
947
$1.29M ﹤0.01%
109,010
+24,729
948
$1.29M ﹤0.01%
9,931
-355
949
$1.28M ﹤0.01%
32,625
-5,651
950
$1.28M ﹤0.01%
32,511
-6,056
36 37
38
39 40