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
2126
$193K ﹤0.01%
+10,733
2127
$193K ﹤0.01%
15,800
-488
2128
$193K ﹤0.01%
21,205
+347
2129
$193K ﹤0.01%
20,111
+2,068
2130
$192K ﹤0.01%
+12,779
2131
$191K ﹤0.01%
+10,198
2132
$191K ﹤0.01%
17,319
-312
2133
$191K ﹤0.01%
2,229
-4
2134
$190K ﹤0.01%
10,633
2135
$188K ﹤0.01%
29,513
-120
2136
$188K ﹤0.01%
32,396
+11,016
2137
$188K ﹤0.01%
14,621
+1,287
2138
$188K ﹤0.01%
23,140
-6,618
2139
$188K ﹤0.01%
19,035
-934
2140
$188K ﹤0.01%
17,886
-2,968
2141
$187K ﹤0.01%
21,232
+106
2142
$187K ﹤0.01%
26,407
+8,475
2143
$187K ﹤0.01%
20,230
+6,088
2144
$185K ﹤0.01%
+10,023
2145
$182K ﹤0.01%
+14,891
2146
$180K ﹤0.01%
34,887
-66
2147
$179K ﹤0.01%
13,120
-2,137
2148
$179K ﹤0.01%
17,895
+1,940
2149
$178K ﹤0.01%
65,863
+4,497
2150
$177K ﹤0.01%
16,754
84 85
86
87 88