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
1426
$524K ﹤0.01%
6,341
+13
1427
$524K ﹤0.01%
18,455
+10,554
1428
$522K ﹤0.01%
4,892
+261
1429
$522K ﹤0.01%
5,465
+613
1430
$522K ﹤0.01%
11,891
-10,078
1431
$521K ﹤0.01%
15,217
-357
1432
$520K ﹤0.01%
11,802
+8
1433
$520K ﹤0.01%
20,648
+332
1434
$519K ﹤0.01%
10,334
-3,199
1435
$518K ﹤0.01%
6,675
+221
1436
$518K ﹤0.01%
8,004
+903
1437
$518K ﹤0.01%
7,264
+655
1438
$517K ﹤0.01%
3,073
+465
1439
$514K ﹤0.01%
16,127
+2,826
1440
$511K ﹤0.01%
25,324
+628
1441
$510K ﹤0.01%
5,045
+169
1442
$509K ﹤0.01%
13,500
-148
1443
$509K ﹤0.01%
6,638
+3,504
1444
$508K ﹤0.01%
17,130
-489
1445
$508K ﹤0.01%
48,684
+18,805
1446
$507K ﹤0.01%
2,279
-1,757
1447
$506K ﹤0.01%
10,961
+1,586
1448
$505K ﹤0.01%
3,828
-372
1449
$505K ﹤0.01%
19,822
-10,475
1450
$505K ﹤0.01%
10,609
-1,046
56 57
58
59 60