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
1351
$593K ﹤0.01%
16,043
+2,899
1352
$592K ﹤0.01%
155,905
+91,747
1353
$592K ﹤0.01%
13,772
-105,130
1354
$591K ﹤0.01%
20,764
+1,996
1355
$590K ﹤0.01%
15,388
+3,287
1356
$589K ﹤0.01%
5,434
+573
1357
$588K ﹤0.01%
6,141
+529
1358
$587K ﹤0.01%
1,983
+139
1359
$587K ﹤0.01%
16,066
-783
1360
$586K ﹤0.01%
18,687
-451
1361
$583K ﹤0.01%
16,171
+2,915
1362
$582K ﹤0.01%
2,392
+674
1363
$581K ﹤0.01%
12,003
-2,797
1364
$580K ﹤0.01%
9,294
+985
1365
$580K ﹤0.01%
2,978
+887
1366
$580K ﹤0.01%
37,872
+11,405
1367
$580K ﹤0.01%
10,452
+99
1368
$580K ﹤0.01%
8,196
+3,787
1369
$579K ﹤0.01%
8,881
-2
1370
$578K ﹤0.01%
41,304
-88,950
1371
$577K ﹤0.01%
7,580
+2,274
1372
$577K ﹤0.01%
10,041
-5,182
1373
$576K ﹤0.01%
8,261
+539
1374
$575K ﹤0.01%
493
-57
1375
$574K ﹤0.01%
4,249
-19
53 54
55
56 57