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
$60.7B
AUM Growth
-$3.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$926M
2
+$505M
3
+$339M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$246M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$231M

Top Sells

1
+$374M
2
+$257M
3
+$173M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$155M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$56.5M

Sector Composition

1 Technology 4.53%
2 Financials 3.01%
3 Healthcare 1.66%
4 Consumer Discretionary 1.56%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.8M 0.02%
140,239
+9,141
277
$12.7M 0.02%
266,473
+29,389
278
$12.6M 0.02%
+1,061,149
279
$12.5M 0.02%
259,158
+71,813
280
$12.5M 0.02%
71,119
+1,564
281
$12.4M 0.02%
394,729
+146,044
282
$12.3M 0.02%
127,000
+2,497
283
$12.2M 0.02%
71,650
-6,346
284
$12.1M 0.02%
152,557
+6,049
285
$12M 0.02%
+158,850
286
$11.9M 0.02%
208,111
-22,426
287
$11.8M 0.02%
167,199
-5,564
288
$11.8M 0.02%
103,470
+4,078
289
$11.8M 0.02%
207,540
+13,167
290
$11.7M 0.02%
185,203
+11,272
291
$11.6M 0.02%
399,660
+30,496
292
$11.6M 0.02%
74,721
+1,420
293
$11.6M 0.02%
181,969
+2,303
294
$11.5M 0.02%
53,671
+4,417
295
$11.5M 0.02%
89,325
+18,730
296
$11.3M 0.02%
487,425
-113,887
297
$11.3M 0.02%
30,087
-682
298
$11M 0.02%
73,627
+119
299
$11M 0.02%
33,660
+7,555
300
$11M 0.02%
133,579
+38,629
10 11
12
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