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
1326
$630K ﹤0.01%
54,269
+1,653
1327
$629K ﹤0.01%
19,192
-958
1328
$629K ﹤0.01%
10,237
-927
1329
$627K ﹤0.01%
44,880
+4,930
1330
$626K ﹤0.01%
14,074
-167
1331
$623K ﹤0.01%
76,590
-85,927
1332
$618K ﹤0.01%
3,524
-547
1333
$617K ﹤0.01%
4,597
-398
1334
$616K ﹤0.01%
37,779
+12,197
1335
$614K ﹤0.01%
8,944
+147
1336
$613K ﹤0.01%
4,771
+870
1337
$613K ﹤0.01%
2,927
-625
1338
$612K ﹤0.01%
22,726
-26
1339
$610K ﹤0.01%
11,959
-496
1340
$608K ﹤0.01%
517
-87
1341
$607K ﹤0.01%
+72,310
1342
$607K ﹤0.01%
10,686
+817
1343
$605K ﹤0.01%
1,833
-36
1344
$603K ﹤0.01%
13,521
+470
1345
$601K ﹤0.01%
73,167
-14,279
1346
$597K ﹤0.01%
8,967
+3,166
1347
$597K ﹤0.01%
10,010
+3,958
1348
$595K ﹤0.01%
30,460
+5,387
1349
$594K ﹤0.01%
18,723
1350
$594K ﹤0.01%
7,098
-46
52 53
54
55 56