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
2276
$70.4K ﹤0.01%
11,270
+553
2277
$70.4K ﹤0.01%
19,824
+19,557
2278
$67.6K ﹤0.01%
+18,727
2279
$66.8K ﹤0.01%
16,259
-6,393
2280
$65.4K ﹤0.01%
22,715
+2,594
2281
$65.4K ﹤0.01%
19,058
-2,154
2282
$63.6K ﹤0.01%
3,735
+282
2283
$63.6K ﹤0.01%
21,550
2284
$63.5K ﹤0.01%
50,000
2285
$63.4K ﹤0.01%
+13,879
2286
– –
0
2287
$63.2K ﹤0.01%
11,904
-1,920
2288
$63K ﹤0.01%
22,680
-2,270
2289
$62.5K ﹤0.01%
4,402
-1,047
2290
$62.2K ﹤0.01%
+894
2291
$62.1K ﹤0.01%
22,011
+2,000
2292
$61.9K ﹤0.01%
14,667
2293
$61.9K ﹤0.01%
17,931
+663
2294
$60.9K ﹤0.01%
11,465
-195
2295
$60.8K ﹤0.01%
22,261
-976
2296
$60.6K ﹤0.01%
+11,166
2297
$60.6K ﹤0.01%
3,637
-5,938
2298
$60.4K ﹤0.01%
12,323
+174
2299
$60.2K ﹤0.01%
+17,723
2300
$60.2K ﹤0.01%
11,265
+1
90 91
92
93 94