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
1376
$574K ﹤0.01%
33,765
-1
1377
$574K ﹤0.01%
1,192
1378
$572K ﹤0.01%
5,230
-1,383
1379
$571K ﹤0.01%
11,146
-174
1380
$569K ﹤0.01%
65,000
1381
$564K ﹤0.01%
8,841
-1,769
1382
$563K ﹤0.01%
8,194
-1,279
1383
$563K ﹤0.01%
14,603
+146
1384
$562K ﹤0.01%
17,830
+155
1385
$562K ﹤0.01%
10,871
+681
1386
$561K ﹤0.01%
53,351
-867
1387
$560K ﹤0.01%
7,754
-125
1388
$560K ﹤0.01%
69,083
+1,507
1389
$559K ﹤0.01%
22,566
-6,982
1390
$557K ﹤0.01%
7,329
+29
1391
$556K ﹤0.01%
37,694
-7,272
1392
$555K ﹤0.01%
57,956
+16,368
1393
$555K ﹤0.01%
30,243
-1,572
1394
$555K ﹤0.01%
5,268
+1,860
1395
$554K ﹤0.01%
15,097
+17
1396
$553K ﹤0.01%
+61,060
1397
$552K ﹤0.01%
12,862
+965
1398
$551K ﹤0.01%
16,124
-446
1399
$549K ﹤0.01%
15,803
+307
1400
$549K ﹤0.01%
22,014
+4,402
54 55
56
57 58