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
$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
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street 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
276
$19M 0.02%
188,421
-3,343
277
$19M 0.02%
215,109
+7,388
278
$18.8M 0.02%
56,070
-54
279
$18.6M 0.02%
74,055
+6,986
280
$18.6M 0.02%
266,526
-449
281
$18.5M 0.02%
183,164
+3,182
282
$18.4M 0.02%
62,481
+1,561
283
$18.3M 0.02%
46,186
+1,378
284
$18.2M 0.02%
67,354
-1,225
285
$18.2M 0.02%
76,435
-876
286
$18.1M 0.02%
42,556
+1,399
287
$18.1M 0.02%
191,306
-14,715
288
$18.1M 0.02%
21,656
-929
289
$18.1M 0.02%
486,979
+47,628
290
$17.8M 0.02%
222,438
+22,259
291
$17.8M 0.02%
86,556
+6,814
292
$17.8M 0.02%
207,392
+9,092
293
$17.6M 0.02%
262,910
+18,086
294
$17.5M 0.02%
208,859
+6,428
295
$17.4M 0.02%
339,885
+11,108
296
$16.9M 0.02%
56,409
+3,259
297
$16.9M 0.02%
158,598
-8,614
298
$16.8M 0.02%
220,785
+2,541
299
$16.7M 0.02%
659,915
-43,906
300
$16.7M 0.02%
102,051
-3,390
10 11
12
13 14