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
1476
$488K ﹤0.01%
21,461
-612
1477
$487K ﹤0.01%
13,632
+204
1478
$487K ﹤0.01%
5,938
+1,133
1479
$484K ﹤0.01%
3,887
-1,663
1480
$483K ﹤0.01%
8,385
+506
1481
$482K ﹤0.01%
7,380
+1,763
1482
$481K ﹤0.01%
2,129
+269
1483
$480K ﹤0.01%
+5,964
1484
$479K ﹤0.01%
29,283
+2,001
1485
$479K ﹤0.01%
3,444
-41
1486
$478K ﹤0.01%
8,180
+866
1487
$477K ﹤0.01%
9,655
+5
1488
$476K ﹤0.01%
15,907
+2,306
1489
$475K ﹤0.01%
+4,223
1490
$475K ﹤0.01%
5,996
+25
1491
$475K ﹤0.01%
4,004
-2
1492
$475K ﹤0.01%
20,030
-8
1493
$471K ﹤0.01%
57,767
+2,970
1494
$470K ﹤0.01%
177,364
+8,467
1495
$469K ﹤0.01%
40,845
+3,783
1496
$469K ﹤0.01%
10,882
-461
1497
$468K ﹤0.01%
13,470
+3,456
1498
$467K ﹤0.01%
9,966
+552
1499
$467K ﹤0.01%
9,870
+1,097
1500
$467K ﹤0.01%
57,432
+17,612
58 59
60
61 62