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
351
$12.8M 0.01%
425,132
+52,555
352
$12.7M 0.01%
174,050
+4,138
353
$12.7M 0.01%
91,772
+25
354
$12.7M 0.01%
105,900
-2,666
355
$12.6M 0.01%
40,580
+13,375
356
$12.6M 0.01%
523,316
-29,662
357
$12.6M 0.01%
217,000
+34,100
358
$12.6M 0.01%
73,627
+6,185
359
$12.4M 0.01%
247,672
+12,263
360
$12.4M 0.01%
347,915
+18,842
361
$12.2M 0.01%
43,054
+1,021
362
$12.2M 0.01%
256,124
-47,072
363
$12.1M 0.01%
97,612
-9,202
364
$12.1M 0.01%
96,538
-4,108
365
$12M 0.01%
77,769
+4,147
366
$11.9M 0.01%
175,927
+29,057
367
$11.9M 0.01%
164,164
+17,608
368
$11.8M 0.01%
440,182
+93,107
369
$11.8M 0.01%
63,716
+5,707
370
$11.8M 0.01%
440,013
+28,302
371
$11.7M 0.01%
62,558
-499
372
$11.6M 0.01%
74,128
+2,659
373
$11.6M 0.01%
151,418
-1,233
374
$11.5M 0.01%
105,990
-638
375
$11.5M 0.01%
233,451
+37,037
13 14
15
16 17