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
$90.2B
AUM Growth
+$36.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,971
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$341M
3
+$259M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$196M

Top Sells

1
+$493M
2
+$152M
3
+$88.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$63.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.9M

Sector Composition

1 Technology 5.38%
2 Financials 3.1%
3 Consumer Discretionary 1.77%
4 Healthcare 1.77%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$110K ﹤0.01%
34,932
+399
2677
$110K ﹤0.01%
+10,371
2678
$110K ﹤0.01%
34,737
2679
$109K ﹤0.01%
12,208
+1,010
2680
$109K ﹤0.01%
+15,005
2681
$107K ﹤0.01%
27,195
+488
2682
$106K ﹤0.01%
2,976
+384
2683
$106K ﹤0.01%
11,646
+46
2684
$105K ﹤0.01%
13,044
2685
$105K ﹤0.01%
11,627
-11,057
2686
$105K ﹤0.01%
+15,508
2687
$105K ﹤0.01%
+17,780
2688
$104K ﹤0.01%
+10,354
2689
$104K ﹤0.01%
+7,501
2690
$103K ﹤0.01%
21,451
+2,291
2691
$102K ﹤0.01%
47,198
+13,426
2692
$101K ﹤0.01%
11,257
-1,218
2693
$100K ﹤0.01%
10,352
-2,898
2694
$99.7K ﹤0.01%
36,911
+5,796
2695
$99.6K ﹤0.01%
40,000
2696
$99.6K ﹤0.01%
+10,697
2697
$98.9K ﹤0.01%
14,808
-2,428
2698
$97.4K ﹤0.01%
11,460
-7,300
2699
$96.6K ﹤0.01%
3,270
+1,067
2700
$95.8K ﹤0.01%
+31,919
106 107
108
109 110