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
1201
$778K ﹤0.01%
25,080
+1,978
1202
$777K ﹤0.01%
30,303
-15,186
1203
$774K ﹤0.01%
9,207
+93
1204
$773K ﹤0.01%
28,362
+19,707
1205
$773K ﹤0.01%
9,610
+1,025
1206
$770K ﹤0.01%
28,149
-4,291
1207
$770K ﹤0.01%
35,913
-34
1208
$770K ﹤0.01%
7,577
-624
1209
$767K ﹤0.01%
60,815
-7,858
1210
$767K ﹤0.01%
32,183
-1,852
1211
$766K ﹤0.01%
7,124
+870
1212
$766K ﹤0.01%
37,657
-6,814
1213
$765K ﹤0.01%
329,897
+177,493
1214
$764K ﹤0.01%
29,515
-2,788
1215
$764K ﹤0.01%
3,707
+995
1216
$762K ﹤0.01%
20,728
+782
1217
$761K ﹤0.01%
7,522
+708
1218
$757K ﹤0.01%
13,898
+570
1219
$756K ﹤0.01%
24,634
-6,964
1220
$756K ﹤0.01%
37,911
-5,771
1221
$751K ﹤0.01%
12,489
-715
1222
$748K ﹤0.01%
19,858
+1,641
1223
$746K ﹤0.01%
29,140
1224
$744K ﹤0.01%
16,021
-342
1225
$744K ﹤0.01%
6,835
+157
47 48
49
50 51