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
2751
$57.2K ﹤0.01%
+16,159
2752
$56.8K ﹤0.01%
+11,551
2753
$56.6K ﹤0.01%
3,176
+1,088
2754
$54.9K ﹤0.01%
24,598
+13,121
2755
$53.5K ﹤0.01%
100,000
2756
$52.6K ﹤0.01%
11,145
2757
$52.5K ﹤0.01%
11,589
-2,131
2758
$51.1K ﹤0.01%
21,550
2759
$50.9K ﹤0.01%
25,812
-2,406
2760
$50.6K ﹤0.01%
883
2761
$49.7K ﹤0.01%
29,231
-93,516
2762
$48.4K ﹤0.01%
+19,128
2763
$47.9K ﹤0.01%
33,034
+8,312
2764
$46.9K ﹤0.01%
+16,233
2765
$46.5K ﹤0.01%
18,509
-6,346
2766
$46.3K ﹤0.01%
14,525
+925
2767
$45.3K ﹤0.01%
18,417
-162
2768
$45.2K ﹤0.01%
4,257
+40
2769
$44.4K ﹤0.01%
+13,337
2770
$43.6K ﹤0.01%
16,529
+2,539
2771
$43.6K ﹤0.01%
65,852
+5,220
2772
$43.3K ﹤0.01%
11,764
2773
$42.4K ﹤0.01%
27,690
+5,050
2774
$42.3K ﹤0.01%
10,844
2775
$40.8K ﹤0.01%
10,298
+298
109 110
111
112 113