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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$97.2K ﹤0.01%
+10,437
2827
$96.4K ﹤0.01%
+13,506
2828
$96.4K ﹤0.01%
+15,444
2829
$95.3K ﹤0.01%
28,035
+7,409
2830
$94.1K ﹤0.01%
+27,206
2831
$94K ﹤0.01%
17,312
2832
$93.7K ﹤0.01%
98,649
2833
$93.2K ﹤0.01%
+15,937
2834
$93.2K ﹤0.01%
+11,052
2835
$93.1K ﹤0.01%
+12,465
2836
$92.9K ﹤0.01%
16,306
-8,544
2837
$92.6K ﹤0.01%
31,279
-640
2838
$92.5K ﹤0.01%
26,051
+129
2839
$92.3K ﹤0.01%
+10,366
2840
$92K ﹤0.01%
+10,000
2841
$90.5K ﹤0.01%
33,913
+7,179
2842
$90.3K ﹤0.01%
14,638
+2,442
2843
$88K ﹤0.01%
+14,645
2844
$87.8K ﹤0.01%
+12,900
2845
$87.7K ﹤0.01%
+15,831
2846
$87.6K ﹤0.01%
+15,345
2847
$87.6K ﹤0.01%
4,000
2848
$87.6K ﹤0.01%
11,742
+509
2849
$86.5K ﹤0.01%
12,000
2850
$86.4K ﹤0.01%
13,705
-1,103
112 113
114
115 116