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
2901
$48.8K ﹤0.01%
14,352
-7,661
2902
$48.2K ﹤0.01%
24,731
-4,500
2903
$47.6K ﹤0.01%
+10,050
2904
$47.1K ﹤0.01%
+10,090
2905
$46.5K ﹤0.01%
20,207
-20,096
2906
$45.7K ﹤0.01%
+20,597
2907
$45.6K ﹤0.01%
21,550
2908
$44.5K ﹤0.01%
11,145
2909
$44.5K ﹤0.01%
+12,351
2910
$43.4K ﹤0.01%
30,972
-10,628
2911
$42.9K ﹤0.01%
+13,409
2912
$42.6K ﹤0.01%
10,043
-4,962
2913
$40.5K ﹤0.01%
+27,000
2914
$40K ﹤0.01%
10,000
2915
$40K ﹤0.01%
44,721
+4,300
2916
$39.9K ﹤0.01%
13,261
-25,539
2917
$39.7K ﹤0.01%
37,140
+9,450
2918
$39.7K ﹤0.01%
13,600
-925
2919
$39.4K ﹤0.01%
31,486
+7,775
2920
$39.3K ﹤0.01%
14,825
2921
$38.4K ﹤0.01%
+16,277
2922
$38.1K ﹤0.01%
28,657
+2,845
2923
$37.8K ﹤0.01%
+10,527
2924
$35.1K ﹤0.01%
2,553
-623
2925
$33.9K ﹤0.01%
+24,780
115 116
117
118 119