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
1551
$433K ﹤0.01%
10,555
+1,706
1552
$433K ﹤0.01%
20,387
+3,956
1553
$432K ﹤0.01%
2,332
+22
1554
$432K ﹤0.01%
13,647
+766
1555
$431K ﹤0.01%
1,988
+726
1556
$431K ﹤0.01%
10,182
-538
1557
$431K ﹤0.01%
26,113
-1,191
1558
$430K ﹤0.01%
8,155
+140
1559
$429K ﹤0.01%
16,421
+2,341
1560
$427K ﹤0.01%
23,658
+24
1561
$426K ﹤0.01%
2,927
+116
1562
$426K ﹤0.01%
95,887
+39,492
1563
$425K ﹤0.01%
18,887
-695
1564
$425K ﹤0.01%
9,395
-2,400
1565
$424K ﹤0.01%
12,475
+88
1566
$424K ﹤0.01%
6,684
+645
1567
$424K ﹤0.01%
23,747
+10,011
1568
$423K ﹤0.01%
22,159
+912
1569
$422K ﹤0.01%
13,703
+3,042
1570
$422K ﹤0.01%
35,323
+3,586
1571
$421K ﹤0.01%
8,124
+555
1572
$421K ﹤0.01%
10,663
-1,750
1573
$421K ﹤0.01%
22,751
+3,473
1574
$420K ﹤0.01%
+4,388
1575
$420K ﹤0.01%
53,893
-763
61 62
63
64 65