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
1251
$718K ﹤0.01%
11,136
+1,252
1252
$717K ﹤0.01%
8,355
+119
1253
$717K ﹤0.01%
3,577
+314
1254
$716K ﹤0.01%
17,231
-149
1255
$714K ﹤0.01%
156,572
+88,769
1256
$713K ﹤0.01%
14,026
+5,249
1257
$713K ﹤0.01%
11,307
+4,588
1258
$713K ﹤0.01%
19,492
+640
1259
$712K ﹤0.01%
12,279
+2,334
1260
$712K ﹤0.01%
8,400
+1,117
1261
$712K ﹤0.01%
17,861
+56
1262
$712K ﹤0.01%
24,657
+3,529
1263
$710K ﹤0.01%
5,006
+82
1264
$709K ﹤0.01%
1,481
+123
1265
$708K ﹤0.01%
6,727
1266
$707K ﹤0.01%
36,925
-63
1267
$705K ﹤0.01%
66,979
+9,632
1268
$704K ﹤0.01%
163,830
-7,533
1269
$704K ﹤0.01%
25,139
+6,579
1270
$704K ﹤0.01%
28,205
+4,898
1271
$702K ﹤0.01%
13,786
-4,839
1272
$702K ﹤0.01%
19,565
+872
1273
$699K ﹤0.01%
9,991
+2,037
1274
$698K ﹤0.01%
3,346
+93
1275
$698K ﹤0.01%
83,697
-8,357
49 50
51
52 53