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
$45.3B
AUM Growth
+$7.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$479M
3
+$212M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$153M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$144M

Top Sells

1
+$223M
2
+$59M
3
+$47M
4
AAPL icon
Apple
AAPL
+$44.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$36.5M

Sector Composition

1 Technology 5.25%
2 Financials 3.29%
3 Consumer Discretionary 2.4%
4 Healthcare 1.74%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.72M 0.02%
94,206
+6,403
277
$8.67M 0.02%
195,011
-7,433
278
$8.57M 0.02%
183,860
+7,586
279
$8.53M 0.02%
71,900
-1,916
280
$8.44M 0.02%
89,413
+2,615
281
$8.43M 0.02%
77,952
+35,152
282
$8.39M 0.02%
31,800
+6,830
283
$8.3M 0.02%
31,980
+768
284
$8.2M 0.02%
366,563
+227,253
285
$8.15M 0.02%
65,915
+7,248
286
$8.14M 0.02%
53,722
+101
287
$8.13M 0.02%
108,087
-367
288
$8.1M 0.02%
153,373
-21,939
289
$8.07M 0.02%
61,914
+42,433
290
$8.06M 0.02%
93,379
+3,401
291
$8.06M 0.02%
116,230
+1,010
292
$8.04M 0.02%
114,901
+9,796
293
$7.99M 0.02%
139,997
-3,215
294
$7.94M 0.02%
227,270
+171,386
295
$7.88M 0.02%
58,483
+366
296
$7.86M 0.02%
36,340
-918
297
$7.83M 0.02%
91,564
+7,134
298
$7.7M 0.02%
181,360
-29,668
299
$7.68M 0.02%
136,159
+2,430
300
$7.67M 0.02%
86,666
+1,298
10 11
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