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
2876
$65.3K ﹤0.01%
12,307
-98
2877
$64.8K ﹤0.01%
+22,177
2878
$64.4K ﹤0.01%
+25,966
2879
$64.4K ﹤0.01%
18,572
-1,614
2880
$64.3K ﹤0.01%
10,802
2881
$63.4K ﹤0.01%
+11,833
2882
$62.5K ﹤0.01%
+11,267
2883
$61.3K ﹤0.01%
15,600
2884
$61.2K ﹤0.01%
+21,869
2885
$59.9K ﹤0.01%
19,634
+1,217
2886
$59.4K ﹤0.01%
23,100
-1,498
2887
$59.3K ﹤0.01%
11,098
-1,827
2888
$58.3K ﹤0.01%
16,573
+819
2889
$58.3K ﹤0.01%
36,916
+3,882
2890
$57.5K ﹤0.01%
10,359
+347
2891
$57.5K ﹤0.01%
+10,786
2892
$56.7K ﹤0.01%
15,119
+1,782
2893
$56.3K ﹤0.01%
+12,394
2894
$54.8K ﹤0.01%
13,399
+1,809
2895
$54.4K ﹤0.01%
+4,186
2896
$54K ﹤0.01%
+12,000
2897
$52.7K ﹤0.01%
+11,727
2898
$50.7K ﹤0.01%
73,207
+7,355
2899
$49.5K ﹤0.01%
2,229
-332
2900
$48.8K ﹤0.01%
+10,000
114 115
116
117 118