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
2251
$95.9K ﹤0.01%
2,106
-83
2252
$94.5K ﹤0.01%
28,555
+492
2253
$94K ﹤0.01%
13,845
+2,606
2254
$92.8K ﹤0.01%
+16,605
2255
$92.5K ﹤0.01%
14,060
-4,625
2256
$92K ﹤0.01%
11,995
-19,253
2257
$91.8K ﹤0.01%
+19,610
2258
$91.8K ﹤0.01%
1,133
+36
2259
$91K ﹤0.01%
31,477
-2,844
2260
$89.8K ﹤0.01%
2,125
-49
2261
$86.9K ﹤0.01%
12,544
+1,630
2262
$82.9K ﹤0.01%
1,819
+4
2263
$82.6K ﹤0.01%
12,950
2264
$81.7K ﹤0.01%
+10,522
2265
$80K ﹤0.01%
4,728
-164
2266
$77.6K ﹤0.01%
+13,152
2267
$74.7K ﹤0.01%
18,484
-1,615
2268
$74.2K ﹤0.01%
25,162
+146
2269
$73.2K ﹤0.01%
13,889
+50
2270
$73K ﹤0.01%
+14,017
2271
$71.8K ﹤0.01%
+15,000
2272
$71.8K ﹤0.01%
58,403
+855
2273
$71.8K ﹤0.01%
11,599
2274
$71.8K ﹤0.01%
21,295
2275
$71.3K ﹤0.01%
+13,311
89 90
91
92 93