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
2376
$19.8K ﹤0.01%
+10,218
2377
$19.4K ﹤0.01%
+436
2378
$18.6K ﹤0.01%
174
2379
$18.5K ﹤0.01%
11,764
2380
$18.4K ﹤0.01%
+37,300
2381
$18.3K ﹤0.01%
+11,591
2382
$17.3K ﹤0.01%
+11,500
2383
$16.9K ﹤0.01%
56
+18
2384
$16.6K ﹤0.01%
12,169
2385
$16.6K ﹤0.01%
25,010
2386
$16.6K ﹤0.01%
18,700
2387
$16.2K ﹤0.01%
289
2388
$15.9K ﹤0.01%
1,189
-227
2389
$15.6K ﹤0.01%
165
+16
2390
$15.5K ﹤0.01%
+8,350
2391
$15.4K ﹤0.01%
290
-78
2392
$15.3K ﹤0.01%
+11,221
2393
$14.8K ﹤0.01%
1,225
2394
$13.6K ﹤0.01%
25,502
2395
$13.4K ﹤0.01%
40
-163
2396
$13.2K ﹤0.01%
+10,000
2397
$13K ﹤0.01%
1,060
-187
2398
$12.9K ﹤0.01%
365
2399
$12.8K ﹤0.01%
+15,478
2400
$12.7K ﹤0.01%
1,229
94 95
96
97 98