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
1726
$335K ﹤0.01%
1,433
-90
1727
$334K ﹤0.01%
41,281
+178
1728
$334K ﹤0.01%
45,873
+5,445
1729
$334K ﹤0.01%
16,794
-1,142
1730
$333K ﹤0.01%
23,811
+182
1731
$333K ﹤0.01%
3,753
+992
1732
$332K ﹤0.01%
5,764
+154
1733
$331K ﹤0.01%
2,487
+112
1734
$330K ﹤0.01%
11,008
1735
$330K ﹤0.01%
6,640
1736
$330K ﹤0.01%
3,777
-305
1737
$329K ﹤0.01%
+13,205
1738
$329K ﹤0.01%
29,500
-606
1739
$329K ﹤0.01%
6,354
-670
1740
$328K ﹤0.01%
3,637
+303
1741
$327K ﹤0.01%
5,188
-83
1742
$327K ﹤0.01%
+10,482
1743
$326K ﹤0.01%
+2,292
1744
$326K ﹤0.01%
10,649
+813
1745
$325K ﹤0.01%
13,358
+1,836
1746
$325K ﹤0.01%
8,074
+3,125
1747
$324K ﹤0.01%
25,658
+13,121
1748
$324K ﹤0.01%
25,359
1749
$323K ﹤0.01%
+5,736
1750
$323K ﹤0.01%
+16,537
68 69
70
71 72