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
1526
$447K ﹤0.01%
44,392
-6,508
1527
$447K ﹤0.01%
5,537
-103
1528
$447K ﹤0.01%
109,000
+8,570
1529
$447K ﹤0.01%
4,623
-592
1530
$446K ﹤0.01%
1,487
+412
1531
$446K ﹤0.01%
17,758
+2,074
1532
$446K ﹤0.01%
6,134
+599
1533
$445K ﹤0.01%
17,748
-4,100
1534
$445K ﹤0.01%
3,522
+1,150
1535
$445K ﹤0.01%
12,955
-463
1536
$445K ﹤0.01%
15,982
+2,661
1537
$443K ﹤0.01%
3,048
+79
1538
$443K ﹤0.01%
5,402
+898
1539
$443K ﹤0.01%
16,932
+4,500
1540
$443K ﹤0.01%
14,712
-120
1541
$442K ﹤0.01%
14,691
-255
1542
$442K ﹤0.01%
12,355
+1,733
1543
$440K ﹤0.01%
14,427
+5,484
1544
$439K ﹤0.01%
5,407
-479
1545
$439K ﹤0.01%
+20,477
1546
$439K ﹤0.01%
2,546
+487
1547
$437K ﹤0.01%
6,234
+379
1548
$436K ﹤0.01%
17,051
-6,464
1549
$434K ﹤0.01%
9,584
-1,740
1550
$434K ﹤0.01%
13,615
+401
60 61
62
63 64