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
1751
$321K ﹤0.01%
4,342
-51
1752
$321K ﹤0.01%
5,078
-1,071
1753
$321K ﹤0.01%
8,120
+47
1754
$321K ﹤0.01%
6,084
-276
1755
$321K ﹤0.01%
13,537
-2,121
1756
$320K ﹤0.01%
6,498
1757
$320K ﹤0.01%
+7,330
1758
$320K ﹤0.01%
+1,175
1759
$320K ﹤0.01%
3,254
+169
1760
$319K ﹤0.01%
36,889
-300
1761
$319K ﹤0.01%
14,674
1762
$318K ﹤0.01%
4,228
-1,912
1763
$318K ﹤0.01%
+6,905
1764
$318K ﹤0.01%
12,136
+1,110
1765
$318K ﹤0.01%
1,387
+223
1766
$317K ﹤0.01%
47,739
+11,440
1767
$317K ﹤0.01%
9,295
+385
1768
$316K ﹤0.01%
3,082
+201
1769
$316K ﹤0.01%
20,192
+8,644
1770
$316K ﹤0.01%
8,548
+256
1771
$315K ﹤0.01%
8,679
+403
1772
$315K ﹤0.01%
32,024
-5,572
1773
$315K ﹤0.01%
22,498
+4,662
1774
$315K ﹤0.01%
18,244
-2,831
1775
$315K ﹤0.01%
4,641
-124
69 70
71
72 73