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
2451
$993 ﹤0.01%
+49
2452
$988 ﹤0.01%
+39
2453
$918 ﹤0.01%
+11
2454
$918 ﹤0.01%
+27
2455
$913 ﹤0.01%
+237
2456
$905 ﹤0.01%
+23
2457
$884 ﹤0.01%
+16
2458
$873 ﹤0.01%
+35
2459
$854 ﹤0.01%
+6
2460
$845 ﹤0.01%
+22
2461
$806 ﹤0.01%
+19
2462
$788 ﹤0.01%
+36
2463
$759 ﹤0.01%
+109
2464
$756 ﹤0.01%
+46
2465
$741 ﹤0.01%
+47
2466
$720 ﹤0.01%
+29
2467
$719 ﹤0.01%
+34
2468
$679 ﹤0.01%
+13
2469
$675 ﹤0.01%
+83
2470
$672 ﹤0.01%
+16
2471
$660 ﹤0.01%
+4
2472
$657 ﹤0.01%
+12
2473
$643 ﹤0.01%
14
-4,344
2474
$633 ﹤0.01%
+12
2475
$628 ﹤0.01%
+39
97 98
99
100 101