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
1851
$283K ﹤0.01%
9,156
-15,305
1852
$282K ﹤0.01%
+2,720
1853
$282K ﹤0.01%
9,093
+277
1854
$282K ﹤0.01%
6,263
-773
1855
$282K ﹤0.01%
2,329
-402
1856
$282K ﹤0.01%
8,053
-606
1857
$282K ﹤0.01%
4,408
1858
$281K ﹤0.01%
25,426
+785
1859
$281K ﹤0.01%
24,903
+2,436
1860
$281K ﹤0.01%
9,791
+782
1861
$280K ﹤0.01%
3,328
+563
1862
$280K ﹤0.01%
+1,223
1863
$279K ﹤0.01%
16,760
+2,945
1864
$279K ﹤0.01%
+3,665
1865
$279K ﹤0.01%
8,036
+731
1866
$278K ﹤0.01%
6,243
+178
1867
$278K ﹤0.01%
3,097
+241
1868
$277K ﹤0.01%
11,491
-1,483
1869
$276K ﹤0.01%
6,823
1870
$274K ﹤0.01%
+5,063
1871
$274K ﹤0.01%
3,354
-1,389
1872
$274K ﹤0.01%
5,510
1873
$273K ﹤0.01%
6,307
1874
$273K ﹤0.01%
+11,837
1875
$273K ﹤0.01%
+14,474
73 74
75
76 77