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
1451
$505K ﹤0.01%
5,945
+8
1452
$504K ﹤0.01%
7,431
+1,432
1453
$504K ﹤0.01%
3,748
+685
1454
$503K ﹤0.01%
9,913
+22
1455
$503K ﹤0.01%
6,161
-922
1456
$503K ﹤0.01%
2,154
-599
1457
$501K ﹤0.01%
7,667
+44
1458
$501K ﹤0.01%
74,400
-7,972
1459
$501K ﹤0.01%
20,737
-63
1460
$500K ﹤0.01%
23,498
+6,681
1461
$499K ﹤0.01%
116,636
+27,073
1462
$499K ﹤0.01%
28,061
+312
1463
$498K ﹤0.01%
+28,417
1464
$498K ﹤0.01%
5,578
+8
1465
$498K ﹤0.01%
6,885
-539
1466
$498K ﹤0.01%
14,511
-75
1467
$497K ﹤0.01%
5,573
+21
1468
$496K ﹤0.01%
16,571
+1,288
1469
$496K ﹤0.01%
4,825
-73
1470
$494K ﹤0.01%
69,612
+40
1471
$494K ﹤0.01%
10,659
+5,644
1472
$493K ﹤0.01%
21,000
1473
$492K ﹤0.01%
21,776
-1,400
1474
$489K ﹤0.01%
+10,153
1475
$488K ﹤0.01%
2,413
-596
57 58
59
60 61