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
2226
$112K ﹤0.01%
82,761
+2,090
2227
$111K ﹤0.01%
+10,577
2228
$110K ﹤0.01%
17,099
+2,300
2229
$108K ﹤0.01%
+12,970
2230
$107K ﹤0.01%
+12,341
2231
$106K ﹤0.01%
10,001
2232
$105K ﹤0.01%
4,000
2233
$105K ﹤0.01%
+11,241
2234
$104K ﹤0.01%
+10,832
2235
$104K ﹤0.01%
27,152
+9,378
2236
$102K ﹤0.01%
11,460
2237
$101K ﹤0.01%
16,221
+109
2238
$101K ﹤0.01%
25,971
-9,200
2239
$100K ﹤0.01%
1,026
+470
2240
$100K ﹤0.01%
+13,653
2241
$99K ﹤0.01%
+18,720
2242
$98.9K ﹤0.01%
14,254
-14,980
2243
$98.8K ﹤0.01%
+14,813
2244
$98.5K ﹤0.01%
13,371
+1,284
2245
$98.2K ﹤0.01%
11,211
-187
2246
$98.2K ﹤0.01%
11,071
-4,708
2247
$98.1K ﹤0.01%
+10,381
2248
$97.8K ﹤0.01%
+12,110
2249
$97.2K ﹤0.01%
3,702
-469
2250
$96.1K ﹤0.01%
15,600
88 89
90
91 92