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
1626
$394K ﹤0.01%
7,897
-1,054
1627
$392K ﹤0.01%
6,514
+209
1628
$392K ﹤0.01%
12,451
-962
1629
$390K ﹤0.01%
12,060
+1,055
1630
$388K ﹤0.01%
8,352
+2,790
1631
$388K ﹤0.01%
10,605
+21
1632
$388K ﹤0.01%
25,801
+971
1633
$387K ﹤0.01%
10,433
-534
1634
$386K ﹤0.01%
1,290
-889
1635
$385K ﹤0.01%
10,041
-5,505
1636
$385K ﹤0.01%
549
+15
1637
$385K ﹤0.01%
4,009
+191
1638
$385K ﹤0.01%
11,373
+483
1639
$383K ﹤0.01%
13,396
+510
1640
$383K ﹤0.01%
+1,941
1641
$382K ﹤0.01%
+10,469
1642
$380K ﹤0.01%
2,666
+288
1643
$379K ﹤0.01%
9,249
-10,946
1644
$378K ﹤0.01%
5,775
+709
1645
$378K ﹤0.01%
10,565
+1,406
1646
$377K ﹤0.01%
1,461
+93
1647
$376K ﹤0.01%
+9,657
1648
$376K ﹤0.01%
3,941
+1,634
1649
$376K ﹤0.01%
7,881
+276
1650
$375K ﹤0.01%
4,942
+200
64 65
66
67 68