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
1401
$547K ﹤0.01%
22,508
+8,764
1402
$543K ﹤0.01%
8,114
-491
1403
$543K ﹤0.01%
10,552
-147
1404
$542K ﹤0.01%
14,065
+3,279
1405
$542K ﹤0.01%
20,329
+7,625
1406
$540K ﹤0.01%
8,858
+416
1407
$540K ﹤0.01%
2,149
-22
1408
$540K ﹤0.01%
8,853
+2,384
1409
$540K ﹤0.01%
2,410
+330
1410
$539K ﹤0.01%
8,511
-88
1411
$538K ﹤0.01%
30,430
-1,092
1412
$537K ﹤0.01%
25,896
+1,363
1413
$535K ﹤0.01%
25,928
+3,524
1414
$530K ﹤0.01%
68,898
+6,138
1415
$530K ﹤0.01%
5,053
+436
1416
$529K ﹤0.01%
11,134
-4,287
1417
$529K ﹤0.01%
45,133
-7,401
1418
$529K ﹤0.01%
6,969
+2,219
1419
$528K ﹤0.01%
44,250
-1,567
1420
$527K ﹤0.01%
10,566
-1,914
1421
$527K ﹤0.01%
95,292
+10,950
1422
$526K ﹤0.01%
45,389
-5,775
1423
$525K ﹤0.01%
13,475
1424
$525K ﹤0.01%
3,674
+1,230
1425
$525K ﹤0.01%
44,038
+14,581
55 56
57
58 59