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
951
$1.28M ﹤0.01%
9,230
-1,454
952
$1.27M ﹤0.01%
36,078
+2,095
953
$1.27M ﹤0.01%
67,222
-6,525
954
$1.27M ﹤0.01%
11,763
+1,064
955
$1.27M ﹤0.01%
158,171
+31,136
956
$1.26M ﹤0.01%
56,728
-7,444
957
$1.26M ﹤0.01%
175,548
-9,141
958
$1.26M ﹤0.01%
29,750
-2,037
959
$1.26M ﹤0.01%
5,499
+604
960
$1.26M ﹤0.01%
17,810
+1,796
961
$1.25M ﹤0.01%
65,598
+4,083
962
$1.25M ﹤0.01%
31,245
+5,014
963
$1.25M ﹤0.01%
70,281
-12,995
964
$1.23M ﹤0.01%
23,947
-1,095
965
$1.23M ﹤0.01%
36,556
-7,592
966
$1.22M ﹤0.01%
6,380
+206
967
$1.22M ﹤0.01%
24,191
+2,282
968
$1.22M ﹤0.01%
21,086
+1,395
969
$1.22M ﹤0.01%
20,562
+841
970
$1.21M ﹤0.01%
3,729
-868
971
$1.21M ﹤0.01%
45,817
+766
972
$1.21M ﹤0.01%
43,890
+7,640
973
$1.21M ﹤0.01%
106,120
+46,955
974
$1.21M ﹤0.01%
14,675
+1,968
975
$1.21M ﹤0.01%
8,520
-1,000
37 38
39
40 41