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
2151
$177K ﹤0.01%
1,815
-115
2152
$176K ﹤0.01%
13,533
2153
$176K ﹤0.01%
42,884
-1,188
2154
$173K ﹤0.01%
12,749
+1,643
2155
$170K ﹤0.01%
15,219
+952
2156
$170K ﹤0.01%
13,944
+1,018
2157
$169K ﹤0.01%
98,158
+11,435
2158
$169K ﹤0.01%
18,456
+849
2159
$169K ﹤0.01%
20,255
-5,203
2160
$169K ﹤0.01%
24,782
-1,419
2161
$168K ﹤0.01%
20,505
-456
2162
$166K ﹤0.01%
+14,857
2163
$158K ﹤0.01%
16,656
-204
2164
$158K ﹤0.01%
28,648
+1,215
2165
$157K ﹤0.01%
+16,736
2166
$157K ﹤0.01%
12,062
-18,953
2167
$156K ﹤0.01%
12,321
+2,219
2168
$154K ﹤0.01%
12,799
2169
$154K ﹤0.01%
17,138
-6,606
2170
$154K ﹤0.01%
+4,485
2171
$154K ﹤0.01%
17,458
2172
$153K ﹤0.01%
+10,992
2173
$153K ﹤0.01%
8,727
-1,822
2174
$152K ﹤0.01%
12,632
-7,516
2175
$152K ﹤0.01%
+14,194
85 86
87
88 89