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
1501
$466K ﹤0.01%
29,122
-10,708
1502
$464K ﹤0.01%
33,592
+11,564
1503
$464K ﹤0.01%
16,545
-1
1504
$464K ﹤0.01%
19,504
+654
1505
$464K ﹤0.01%
8,552
-3,851
1506
$463K ﹤0.01%
13,038
+1,262
1507
$462K ﹤0.01%
4,973
-233
1508
$460K ﹤0.01%
11,418
-290
1509
$459K ﹤0.01%
8,489
+630
1510
$459K ﹤0.01%
24,774
+1,110
1511
$457K ﹤0.01%
8,540
-28,057
1512
$457K ﹤0.01%
21,394
+7,398
1513
$457K ﹤0.01%
29,450
+12,670
1514
$457K ﹤0.01%
7,925
+145
1515
$457K ﹤0.01%
23,668
-53
1516
$455K ﹤0.01%
25,480
+1,362
1517
$453K ﹤0.01%
5,485
+951
1518
$450K ﹤0.01%
2,218
+187
1519
$450K ﹤0.01%
3,512
+212
1520
$450K ﹤0.01%
31,220
+759
1521
$450K ﹤0.01%
10,605
-7,961
1522
$450K ﹤0.01%
5,869
+400
1523
$449K ﹤0.01%
4,840
-1,036
1524
$448K ﹤0.01%
9,053
+3,096
1525
$448K ﹤0.01%
56,416
+37,734
59 60
61
62 63