Creative Planning

Creative Planning Portfolio holdings

AUM $117B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
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
2951
– –
-27,217
2952
– –
-29,788
2953
– –
-16,401
2954
– –
-18,163
2955
– –
-13,925
2956
– –
-3,591
2957
– –
-13,119
2958
– –
-1,966
2959
– –
-16,192
2960
– –
-10,419
2961
– –
-29,528
2962
– –
-38,782
115 116 117 118
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