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
976
$1.2M ﹤0.01%
30,794
+1,662
977
$1.2M ﹤0.01%
2,236
+400
978
$1.2M ﹤0.01%
52,042
-3,445
979
$1.2M ﹤0.01%
12,856
+472
980
$1.2M ﹤0.01%
32,117
-4,724
981
$1.19M ﹤0.01%
20,491
+2,355
982
$1.19M ﹤0.01%
12,241
+3,686
983
$1.19M ﹤0.01%
12,847
-1,291
984
$1.19M ﹤0.01%
36,425
-4,582
985
$1.18M ﹤0.01%
118,859
+175
986
$1.18M ﹤0.01%
32,411
+9,723
987
$1.18M ﹤0.01%
16,857
+2,380
988
$1.18M ﹤0.01%
12,717
+389
989
$1.18M ﹤0.01%
10,595
+1,242
990
$1.18M ﹤0.01%
17,102
-1,545
991
$1.17M ﹤0.01%
5,595
+208
992
$1.16M ﹤0.01%
26,859
+2,096
993
$1.16M ﹤0.01%
3,656
-77
994
$1.16M ﹤0.01%
48,804
+9,758
995
$1.16M ﹤0.01%
14,126
-1,548
996
$1.16M ﹤0.01%
14,424
-395
997
$1.16M ﹤0.01%
23,073
998
$1.16M ﹤0.01%
41,896
+3,336
999
$1.16M ﹤0.01%
17,484
-446
1000
$1.15M ﹤0.01%
32,460
+4,643
38 39
40
41 42