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
1776
$315K ﹤0.01%
14,498
+3,747
1777
$315K ﹤0.01%
+11,279
1778
$315K ﹤0.01%
13,180
1779
$315K ﹤0.01%
7,828
+1,166
1780
$314K ﹤0.01%
3,146
-250
1781
$314K ﹤0.01%
12,300
+2,283
1782
$313K ﹤0.01%
3,889
+139
1783
$313K ﹤0.01%
4,964
-43
1784
$312K ﹤0.01%
1,890
+151
1785
$311K ﹤0.01%
10,354
-2,610
1786
$311K ﹤0.01%
3,262
+353
1787
$310K ﹤0.01%
5,737
+406
1788
$310K ﹤0.01%
2,820
+28
1789
$310K ﹤0.01%
7,254
-193
1790
$310K ﹤0.01%
3,317
+17
1791
$309K ﹤0.01%
+20,493
1792
$309K ﹤0.01%
59,000
-2,480
1793
$309K ﹤0.01%
6,338
+7
1794
$308K ﹤0.01%
4,802
-119
1795
$307K ﹤0.01%
15,247
-23,480
1796
$306K ﹤0.01%
1,510
+246
1797
$306K ﹤0.01%
13,289
-4,017
1798
$305K ﹤0.01%
5,808
+54
1799
$305K ﹤0.01%
+14,090
1800
$305K ﹤0.01%
+14,557
70 71
72
73 74