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
1801
$304K ﹤0.01%
4,252
+4,222
1802
$303K ﹤0.01%
+6,991
1803
$303K ﹤0.01%
9,423
+1,446
1804
$303K ﹤0.01%
2,869
+10
1805
$302K ﹤0.01%
8,023
-1,057
1806
$302K ﹤0.01%
+4,104
1807
$302K ﹤0.01%
4,696
+396
1808
$302K ﹤0.01%
+8,720
1809
$302K ﹤0.01%
2,893
+10
1810
$302K ﹤0.01%
17,270
-851
1811
$301K ﹤0.01%
5,101
+1,188
1812
$301K ﹤0.01%
36,396
+1,315
1813
$300K ﹤0.01%
9,680
-920
1814
$299K ﹤0.01%
+12,500
1815
$299K ﹤0.01%
114,176
+67,358
1816
$299K ﹤0.01%
7,652
-1,102
1817
$299K ﹤0.01%
11,842
-905
1818
$298K ﹤0.01%
4,875
+50
1819
$298K ﹤0.01%
6,336
+2,336
1820
$297K ﹤0.01%
14,925
-45,101
1821
$297K ﹤0.01%
16,507
+846
1822
$296K ﹤0.01%
42,565
-1,163
1823
$296K ﹤0.01%
3,056
-379
1824
$294K ﹤0.01%
1,455
+178
1825
$294K ﹤0.01%
20,282
-1,783
71 72
73
74 75