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
2426
$4.51K ﹤0.01%
17,976
2427
$4.39K ﹤0.01%
52
2428
$4.32K ﹤0.01%
282
-99
2429
$4.22K ﹤0.01%
288
-27
2430
$3.96K ﹤0.01%
706
-82
2431
$3.18K ﹤0.01%
588
2432
$2.95K ﹤0.01%
+67
2433
$2.95K ﹤0.01%
42
2434
$2.94K ﹤0.01%
+13
2435
$2.4K ﹤0.01%
+100
2436
$2.2K ﹤0.01%
125
2437
$2.16K ﹤0.01%
161
-21
2438
$2.07K ﹤0.01%
+45
2439
$2.02K ﹤0.01%
+231
2440
$1.98K ﹤0.01%
+22
2441
$1.71K ﹤0.01%
+53
2442
$1.52K ﹤0.01%
+37
2443
$1.48K ﹤0.01%
+67
2444
$1.46K ﹤0.01%
+15
2445
$1.3K ﹤0.01%
+42
2446
$1.3K ﹤0.01%
+156
2447
$1.14K ﹤0.01%
+72
2448
$1.1K ﹤0.01%
+56
2449
$1.03K ﹤0.01%
+69
2450
$1.02K ﹤0.01%
+45
96 97
98
99 100