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
2351
$35K ﹤0.01%
27,350
2352
$34.6K ﹤0.01%
952
-79
2353
$34.2K ﹤0.01%
10,702
-84
2354
$32.7K ﹤0.01%
11,772
-1,167
2355
$31.1K ﹤0.01%
+404
2356
$30.9K ﹤0.01%
1,966
2357
$28.6K ﹤0.01%
10,000
-508
2358
$28.2K ﹤0.01%
2,542
-4,521
2359
$28.2K ﹤0.01%
582
+63
2360
$28.1K ﹤0.01%
1,616
+6
2361
$27.6K ﹤0.01%
2,806
+249
2362
$27.1K ﹤0.01%
38,320
+12,500
2363
$26.4K ﹤0.01%
17,154
+3,317
2364
$25.1K ﹤0.01%
1,150
2365
$24.8K ﹤0.01%
+14,919
2366
$24.1K ﹤0.01%
569
-143
2367
$23.5K ﹤0.01%
26,378
-21,245
2368
$23.2K ﹤0.01%
17,196
+2,760
2369
$23.2K ﹤0.01%
1,720
+1
2370
$22.9K ﹤0.01%
403
2371
$22.2K ﹤0.01%
33,811
+723
2372
$22.1K ﹤0.01%
+12,608
2373
$20.9K ﹤0.01%
4,752
-100
2374
$20.5K ﹤0.01%
2,064
+374
2375
$19.9K ﹤0.01%
1,714
+242
93 94
95
96 97