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
1676
$359K ﹤0.01%
963
-43
1677
$358K ﹤0.01%
3,426
+1,351
1678
$357K ﹤0.01%
+4,541
1679
$357K ﹤0.01%
13,063
+1,237
1680
$357K ﹤0.01%
4,218
+227
1681
$357K ﹤0.01%
13,268
-19,070
1682
$356K ﹤0.01%
17,159
+4,108
1683
$355K ﹤0.01%
6,291
+148
1684
$354K ﹤0.01%
5,727
-405
1685
$353K ﹤0.01%
14,452
+203
1686
$352K ﹤0.01%
1,313
+29
1687
$351K ﹤0.01%
12,010
-3,075
1688
$351K ﹤0.01%
6,149
+98
1689
$350K ﹤0.01%
+15,105
1690
$350K ﹤0.01%
72,130
1691
$349K ﹤0.01%
28,325
+17,494
1692
$349K ﹤0.01%
9,289
-6,795
1693
$348K ﹤0.01%
23,045
+8,726
1694
$348K ﹤0.01%
+6,537
1695
$347K ﹤0.01%
7,866
+1,118
1696
$346K ﹤0.01%
5,694
+1,074
1697
$346K ﹤0.01%
+2,270
1698
$345K ﹤0.01%
9,068
+816
1699
$345K ﹤0.01%
12,993
-788
1700
$345K ﹤0.01%
5,308
+121
66 67
68
69 70