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
1176
$815K ﹤0.01%
6,244
-97
1177
$814K ﹤0.01%
37,750
-7,387
1178
$812K ﹤0.01%
11,137
+1,050
1179
$811K ﹤0.01%
13,647
+555
1180
$810K ﹤0.01%
56,625
-174,062
1181
$810K ﹤0.01%
28,279
-43
1182
$810K ﹤0.01%
17,971
-23,991
1183
$808K ﹤0.01%
32,578
-2,262
1184
$803K ﹤0.01%
163,446
+25,746
1185
$800K ﹤0.01%
24,075
-834
1186
$798K ﹤0.01%
29,130
+5,076
1187
$797K ﹤0.01%
14,981
+2,295
1188
$793K ﹤0.01%
46,175
-4,305
1189
$792K ﹤0.01%
5,405
+208
1190
$790K ﹤0.01%
10,371
+649
1191
$789K ﹤0.01%
7,895
-23
1192
$786K ﹤0.01%
10,837
+1,255
1193
$784K ﹤0.01%
3,769
+46
1194
$784K ﹤0.01%
12,659
+1,222
1195
$784K ﹤0.01%
61,758
+4,570
1196
$782K ﹤0.01%
15,121
+2,469
1197
$782K ﹤0.01%
17,185
-69
1198
$782K ﹤0.01%
1,998
-47
1199
$781K ﹤0.01%
39,907
-1,045
1200
$781K ﹤0.01%
29,702
+6,229
46 47
48
49 50