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
1651
$375K ﹤0.01%
19,400
1652
$374K ﹤0.01%
39,000
1653
$374K ﹤0.01%
2,697
-181
1654
$374K ﹤0.01%
+7,644
1655
$373K ﹤0.01%
46,149
+3,584
1656
$372K ﹤0.01%
7,134
+1,328
1657
$369K ﹤0.01%
15,330
+3,893
1658
$368K ﹤0.01%
20,955
-7,265
1659
$367K ﹤0.01%
30,737
+11,485
1660
$365K ﹤0.01%
+12,998
1661
$365K ﹤0.01%
2,490
+83
1662
$365K ﹤0.01%
14,375
-979
1663
$365K ﹤0.01%
6,839
-1,260
1664
$365K ﹤0.01%
12,348
-5,211
1665
$364K ﹤0.01%
2,138
+319
1666
$364K ﹤0.01%
7,423
+2,698
1667
$363K ﹤0.01%
5,536
-801
1668
$362K ﹤0.01%
6,915
+405
1669
$362K ﹤0.01%
1,010
+384
1670
$362K ﹤0.01%
4,323
-534
1671
$361K ﹤0.01%
3,172
+405
1672
$361K ﹤0.01%
12,698
-1,557
1673
$361K ﹤0.01%
12,947
+72
1674
$360K ﹤0.01%
7,537
-354
1675
$359K ﹤0.01%
6,147
+678
65 66
67
68 69