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
1701
$345K ﹤0.01%
+1,237
1702
$344K ﹤0.01%
25,822
+12,354
1703
$344K ﹤0.01%
79,920
+21,393
1704
$343K ﹤0.01%
23,652
+7,812
1705
$342K ﹤0.01%
4,195
+1
1706
$342K ﹤0.01%
3,078
+269
1707
$342K ﹤0.01%
3,457
-1,476
1708
$342K ﹤0.01%
4,991
+1,935
1709
$341K ﹤0.01%
36,325
+3,882
1710
$341K ﹤0.01%
48,940
-179
1711
$341K ﹤0.01%
6,586
+1,295
1712
$340K ﹤0.01%
11,228
-2,899
1713
$340K ﹤0.01%
+31,393
1714
$340K ﹤0.01%
+1,695
1715
$338K ﹤0.01%
7,723
-30
1716
$338K ﹤0.01%
+10,438
1717
$337K ﹤0.01%
10,748
-510
1718
$337K ﹤0.01%
2,399
+400
1719
$337K ﹤0.01%
8,801
+1,883
1720
$337K ﹤0.01%
12,165
-11,445
1721
$337K ﹤0.01%
+13,529
1722
$336K ﹤0.01%
15,828
1723
$336K ﹤0.01%
1,888
+27
1724
$336K ﹤0.01%
24,751
+6,166
1725
$336K ﹤0.01%
+5,723
67 68
69
70 71