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
2026
$225K ﹤0.01%
+6,320
2027
$224K ﹤0.01%
+8,550
2028
$224K ﹤0.01%
14,119
+3,708
2029
$224K ﹤0.01%
10,604
+1,046
2030
$224K ﹤0.01%
+1,680
2031
$224K ﹤0.01%
+5,315
2032
$223K ﹤0.01%
9,301
-982
2033
$223K ﹤0.01%
+2,432
2034
$223K ﹤0.01%
15,849
+507
2035
$223K ﹤0.01%
+8,290
2036
$223K ﹤0.01%
30,580
+7,516
2037
$222K ﹤0.01%
+5,712
2038
$222K ﹤0.01%
10,197
-2,350
2039
$221K ﹤0.01%
116,983
2040
$221K ﹤0.01%
9,533
+114
2041
$220K ﹤0.01%
+2,508
2042
$220K ﹤0.01%
87,101
+7,965
2043
$220K ﹤0.01%
1,502
-375
2044
$220K ﹤0.01%
75,774
-2,979
2045
$219K ﹤0.01%
1,803
-135
2046
$219K ﹤0.01%
7,997
-12,476
2047
$218K ﹤0.01%
+598
2048
$218K ﹤0.01%
4,274
+1
2049
$218K ﹤0.01%
4,997
+662
2050
$218K ﹤0.01%
+3,087
80 81
82
83 84