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
1826
$292K ﹤0.01%
7,136
-144
1827
$292K ﹤0.01%
50,478
+10,577
1828
$291K ﹤0.01%
28,818
1829
$291K ﹤0.01%
+2,262
1830
$291K ﹤0.01%
4,663
+598
1831
$291K ﹤0.01%
3,067
+725
1832
$291K ﹤0.01%
14,807
+251
1833
$290K ﹤0.01%
+21,015
1834
$290K ﹤0.01%
5,076
-126
1835
$290K ﹤0.01%
8,119
-2,011
1836
$290K ﹤0.01%
26,065
+139
1837
$289K ﹤0.01%
24,723
+362
1838
$289K ﹤0.01%
6,647
+31
1839
$289K ﹤0.01%
13,877
+613
1840
$289K ﹤0.01%
1,638
+112
1841
$289K ﹤0.01%
905
+216
1842
$289K ﹤0.01%
4,950
1843
$288K ﹤0.01%
3,654
+288
1844
$287K ﹤0.01%
1,855
+71
1845
$287K ﹤0.01%
2,248
-235
1846
$287K ﹤0.01%
14,943
-7
1847
$286K ﹤0.01%
9,287
-485
1848
$285K ﹤0.01%
24,445
-892
1849
$285K ﹤0.01%
11,775
+2,047
1850
$283K ﹤0.01%
12,491
72 73
74
75 76