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
1976
$239K ﹤0.01%
24,225
-243
1977
$239K ﹤0.01%
9,106
+36
1978
$239K ﹤0.01%
+6,860
1979
$238K ﹤0.01%
20,435
-2,064
1980
$238K ﹤0.01%
10,348
+2,879
1981
$238K ﹤0.01%
14,933
-20,572
1982
$238K ﹤0.01%
224,707
-1,200
1983
$238K ﹤0.01%
+3,831
1984
$237K ﹤0.01%
6,406
-1,068
1985
$237K ﹤0.01%
769
1986
$236K ﹤0.01%
50,287
+24,793
1987
$236K ﹤0.01%
851
-31
1988
$236K ﹤0.01%
+2,541
1989
$235K ﹤0.01%
12,017
+500
1990
$235K ﹤0.01%
+4,688
1991
$234K ﹤0.01%
+1,336
1992
$234K ﹤0.01%
8,436
-584
1993
$233K ﹤0.01%
+3,833
1994
$233K ﹤0.01%
+13,182
1995
$233K ﹤0.01%
+8,180
1996
$233K ﹤0.01%
+4,615
1997
$232K ﹤0.01%
19,326
+2,900
1998
$231K ﹤0.01%
+1,877
1999
$231K ﹤0.01%
21,547
2000
$231K ﹤0.01%
5,687
-1,085
78 79
80
81 82