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
1276
$697K ﹤0.01%
14,582
+405
1277
$695K ﹤0.01%
10,243
-956
1278
$691K ﹤0.01%
13,824
+943
1279
$689K ﹤0.01%
28,489
+5,545
1280
$687K ﹤0.01%
5,143
+100
1281
$686K ﹤0.01%
4,679
+70
1282
$684K ﹤0.01%
10,761
-32
1283
$683K ﹤0.01%
9,904
1284
$682K ﹤0.01%
19,517
-2,167
1285
$680K ﹤0.01%
19,323
-2,895
1286
$680K ﹤0.01%
13,895
-450
1287
$680K ﹤0.01%
28,945
+2,214
1288
$680K ﹤0.01%
7,970
+179
1289
$679K ﹤0.01%
6,985
+163
1290
$679K ﹤0.01%
4,176
+1,485
1291
$678K ﹤0.01%
8,176
+27
1292
$676K ﹤0.01%
2,776
-360
1293
$674K ﹤0.01%
6,717
-1,560
1294
$674K ﹤0.01%
7,389
-172
1295
$672K ﹤0.01%
16,860
+275
1296
$672K ﹤0.01%
10,476
+524
1297
$671K ﹤0.01%
134,138
+53,654
1298
$670K ﹤0.01%
33,018
+2,186
1299
$667K ﹤0.01%
11,414
+2,420
1300
$666K ﹤0.01%
53,390
-3,801
50 51
52
53 54