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
1576
$417K ﹤0.01%
+5,083
1577
$416K ﹤0.01%
21,527
+1,879
1578
$416K ﹤0.01%
6,746
-2,469
1579
$416K ﹤0.01%
427
-170
1580
$415K ﹤0.01%
7,905
+1,518
1581
$415K ﹤0.01%
8,801
-2,377
1582
$415K ﹤0.01%
9,083
+26
1583
$415K ﹤0.01%
6,973
-7,892
1584
$414K ﹤0.01%
7,512
+3,347
1585
$414K ﹤0.01%
5,147
+1,658
1586
$413K ﹤0.01%
10,769
-22
1587
$413K ﹤0.01%
+5,016
1588
$413K ﹤0.01%
32,037
+5,933
1589
$413K ﹤0.01%
23,903
-16
1590
$413K ﹤0.01%
9,875
1591
$411K ﹤0.01%
7,387
-1,847
1592
$411K ﹤0.01%
51,380
+1,482
1593
$411K ﹤0.01%
5,612
+561
1594
$411K ﹤0.01%
28,764
+1
1595
$410K ﹤0.01%
36,559
-10,514
1596
$410K ﹤0.01%
14,635
-627
1597
$409K ﹤0.01%
6,688
+294
1598
$409K ﹤0.01%
2,282
-988
1599
$409K ﹤0.01%
45,000
1600
$407K ﹤0.01%
7,223
+40
62 63
64
65 66