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
2401
$12.6K ﹤0.01%
+100
2402
$12.5K ﹤0.01%
17,562
-602
2403
$12.3K ﹤0.01%
16,432
2404
$12.1K ﹤0.01%
25,000
+3,913
2405
$11.4K ﹤0.01%
10,526
2406
$11.2K ﹤0.01%
13,076
-1,342
2407
$10.8K ﹤0.01%
45
2408
$10.6K ﹤0.01%
1,826
-13
2409
$10.6K ﹤0.01%
+148
2410
$9.73K ﹤0.01%
2,236
2411
$9.21K ﹤0.01%
43,500
-600
2412
$8.97K ﹤0.01%
28
+11
2413
$8.92K ﹤0.01%
10,000
2414
– –
0
2415
$8.08K ﹤0.01%
+1,749
2416
$8.06K ﹤0.01%
+13,158
2417
$7.97K ﹤0.01%
769
2418
$7.7K ﹤0.01%
28
+1
2419
$7.59K ﹤0.01%
31,785
2420
$7.51K ﹤0.01%
1,078
-90
2421
$6.75K ﹤0.01%
15
-5
2422
$6.57K ﹤0.01%
417
2423
$6.03K ﹤0.01%
11,600
-1,487
2424
$5.23K ﹤0.01%
+43
2425
$4.77K ﹤0.01%
13,554
95 96
97
98 99