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
2301
$58.2K ﹤0.01%
+2,100
2302
$57.9K ﹤0.01%
12,044
-4,891
2303
$57.7K ﹤0.01%
52,438
+3,758
2304
$57.6K ﹤0.01%
9,109
2305
$57.6K ﹤0.01%
16,176
-300
2306
$57.5K ﹤0.01%
10,930
2307
$56.8K ﹤0.01%
16,800
-905
2308
$54.3K ﹤0.01%
1,084
-269
2309
$54.1K ﹤0.01%
12,468
-1,735
2310
$54K ﹤0.01%
12,205
-179
2311
$54K ﹤0.01%
1,800
+311
2312
$53.9K ﹤0.01%
3,377
+895
2313
$53.2K ﹤0.01%
30,208
+14,168
2314
$51.5K ﹤0.01%
13,080
2315
$51.2K ﹤0.01%
256
+155
2316
$50.4K ﹤0.01%
10,000
2317
$49.2K ﹤0.01%
+23,119
2318
$48.9K ﹤0.01%
40,421
-3,051
2319
$48.1K ﹤0.01%
3,176
+2,500
2320
$48K ﹤0.01%
2,057
2321
$47.7K ﹤0.01%
1,932
2322
$47.2K ﹤0.01%
+24,867
2323
$46.9K ﹤0.01%
14,257
-2,523
2324
$46.8K ﹤0.01%
36,025
2325
$46.7K ﹤0.01%
25,812
+14,435
91 92
93
94 95