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
1126
$907K ﹤0.01%
172,449
-15,190
1127
$907K ﹤0.01%
27,206
-444
1128
$905K ﹤0.01%
72,260
-16,704
1129
$903K ﹤0.01%
15,177
+1,269
1130
$897K ﹤0.01%
21,094
+2,835
1131
$893K ﹤0.01%
52,062
-4,865
1132
$893K ﹤0.01%
11,749
+1
1133
$890K ﹤0.01%
5,761
+174
1134
$888K ﹤0.01%
22,539
-1,280
1135
$887K ﹤0.01%
19,189
+3,435
1136
$884K ﹤0.01%
10,903
+417
1137
$880K ﹤0.01%
35,232
+2,921
1138
$878K ﹤0.01%
10,316
+3
1139
$875K ﹤0.01%
530,597
1140
$874K ﹤0.01%
18,676
+701
1141
$873K ﹤0.01%
32,346
+783
1142
$872K ﹤0.01%
15,826
+1,001
1143
$870K ﹤0.01%
33,503
+2,841
1144
$869K ﹤0.01%
35,310
+825
1145
$866K ﹤0.01%
7,263
+784
1146
$864K ﹤0.01%
15,574
+1,619
1147
$859K ﹤0.01%
11,366
-201
1148
$853K ﹤0.01%
20,428
-338
1149
$853K ﹤0.01%
20,733
-4,424
1150
$853K ﹤0.01%
4,121
-119
44 45
46
47 48