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
1876
$271K ﹤0.01%
16,520
-6,065
1877
$271K ﹤0.01%
1,610
+241
1878
$270K ﹤0.01%
3,401
-429
1879
$270K ﹤0.01%
2,273
+391
1880
$270K ﹤0.01%
8,565
+596
1881
$270K ﹤0.01%
+9,240
1882
$269K ﹤0.01%
40,810
+10,894
1883
$269K ﹤0.01%
2,188
1884
$269K ﹤0.01%
+2,256
1885
$269K ﹤0.01%
+3,660
1886
$269K ﹤0.01%
+2,273
1887
$268K ﹤0.01%
17,242
-818
1888
$268K ﹤0.01%
16,746
+237
1889
$267K ﹤0.01%
11,480
-923
1890
$267K ﹤0.01%
6,314
+699
1891
$267K ﹤0.01%
+2,891
1892
$267K ﹤0.01%
7,599
+409
1893
$266K ﹤0.01%
13,492
-466
1894
$266K ﹤0.01%
6,994
+111
1895
$265K ﹤0.01%
7,791
+520
1896
$265K ﹤0.01%
7,263
+842
1897
$264K ﹤0.01%
+12,284
1898
$264K ﹤0.01%
+6,641
1899
$264K ﹤0.01%
6,569
+29
1900
$262K ﹤0.01%
6,060
+15
74 75
76
77 78