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
1301
$664K ﹤0.01%
11,731
+2,344
1302
$663K ﹤0.01%
9,054
+2,008
1303
$662K ﹤0.01%
8,221
-734
1304
$661K ﹤0.01%
4,365
1305
$655K ﹤0.01%
2,157
-414
1306
$655K ﹤0.01%
20,408
+9,036
1307
$653K ﹤0.01%
14,541
+28
1308
$653K ﹤0.01%
46,426
-250
1309
$652K ﹤0.01%
3,232
-409
1310
$651K ﹤0.01%
22,385
+2,723
1311
$650K ﹤0.01%
3,546
-393
1312
$648K ﹤0.01%
29,911
+16,703
1313
$646K ﹤0.01%
15,293
-420
1314
$644K ﹤0.01%
12,314
+799
1315
$643K ﹤0.01%
15,111
+2,319
1316
$643K ﹤0.01%
23,800
1317
$643K ﹤0.01%
11,881
+4,303
1318
$641K ﹤0.01%
4,593
+1,642
1319
$640K ﹤0.01%
5,953
+578
1320
$639K ﹤0.01%
72,241
-3,722
1321
$638K ﹤0.01%
16,905
+1,868
1322
$634K ﹤0.01%
279,445
1323
$634K ﹤0.01%
224,772
+123,066
1324
$633K ﹤0.01%
14,966
+1,107
1325
$630K ﹤0.01%
9,294
-2,414
51 52
53
54 55