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
2326
$46.3K ﹤0.01%
30,891
+4,600
2327
$46.2K ﹤0.01%
15,612
-6,325
2328
$46.2K ﹤0.01%
933
-779
2329
$45.4K ﹤0.01%
571
-286
2330
$45.4K ﹤0.01%
962
-5
2331
$45.3K ﹤0.01%
15,037
-5,674
2332
$45.1K ﹤0.01%
773
2333
$44.8K ﹤0.01%
10,738
-2,119
2334
$44.6K ﹤0.01%
+20,000
2335
$44.4K ﹤0.01%
3,741
-82
2336
$44.2K ﹤0.01%
21,048
2337
$42.2K ﹤0.01%
34,897
-1,499
2338
$41.9K ﹤0.01%
27,217
2339
$41.6K ﹤0.01%
34,701
-541
2340
$41.6K ﹤0.01%
40,000
2341
$40.5K ﹤0.01%
17,297
+6,084
2342
$40.4K ﹤0.01%
24,500
2343
$40.4K ﹤0.01%
+100,000
2344
$39.4K ﹤0.01%
4,692
+298
2345
$39.3K ﹤0.01%
32,500
2346
$38.8K ﹤0.01%
12,600
+1,800
2347
$37.6K ﹤0.01%
3,050
-50
2348
$36.9K ﹤0.01%
48,750
-750
2349
$36.4K ﹤0.01%
19,357
-2,100
2350
$35.1K ﹤0.01%
11,437
-3,051
92 93
94
95 96