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
1901
$262K ﹤0.01%
8,092
+949
1902
$262K ﹤0.01%
10,800
-2,112
1903
$262K ﹤0.01%
8,269
+180
1904
$261K ﹤0.01%
18,110
+2,769
1905
$261K ﹤0.01%
3,354
+404
1906
$261K ﹤0.01%
10,131
-2,560
1907
$261K ﹤0.01%
5,180
-1,542
1908
$260K ﹤0.01%
3,447
-20
1909
$260K ﹤0.01%
10,513
1910
$260K ﹤0.01%
121,608
+85,572
1911
$260K ﹤0.01%
+3,560
1912
$260K ﹤0.01%
+1,589
1913
$259K ﹤0.01%
12,930
+524
1914
$259K ﹤0.01%
3,794
+72
1915
$259K ﹤0.01%
3,337
+158
1916
$259K ﹤0.01%
11,206
-533
1917
$259K ﹤0.01%
3,268
+90
1918
$258K ﹤0.01%
5,714
-555
1919
$258K ﹤0.01%
20,688
+1,392
1920
$258K ﹤0.01%
9,279
-884
1921
$258K ﹤0.01%
+3,933
1922
$258K ﹤0.01%
11,312
1923
$257K ﹤0.01%
6,484
+153
1924
$257K ﹤0.01%
1,800
+14
1925
$256K ﹤0.01%
22,599
-1,491
75 76
77
78 79