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
$38.2B
AUM Growth
+$3.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$510M
2
+$182M
3
+$76.1M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$73.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$69.8M

Top Sells

1
+$77.4M
2
+$50.4M
3
+$48.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$33.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.2M

Sector Composition

1 Technology 5.74%
2 Financials 3.33%
3 Consumer Discretionary 2.26%
4 Healthcare 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.61M 0.01%
230,866
+90,915
377
$3.6M 0.01%
148,181
+3,221
378
$3.59M 0.01%
24,697
+3,443
379
$3.56M 0.01%
64,881
+4,882
380
$3.55M 0.01%
21,487
+3,697
381
$3.55M 0.01%
76,399
-158
382
$3.54M 0.01%
30,878
+323
383
$3.54M 0.01%
25,097
+419
384
$3.52M 0.01%
59,230
+26,248
385
$3.51M 0.01%
218,047
-41,352
386
$3.5M 0.01%
134,812
-4,401
387
$3.49M 0.01%
38,354
+5,960
388
$3.48M 0.01%
16,687
+255
389
$3.44M 0.01%
67,881
-36,235
390
$3.44M 0.01%
95,120
+6,839
391
$3.43M 0.01%
20,520
+827
392
$3.43M 0.01%
534,441
+81,066
393
$3.43M 0.01%
504,975
-246,065
394
$3.43M 0.01%
95,423
-19,865
395
$3.38M 0.01%
18,680
+1,922
396
$3.38M 0.01%
137,432
+115,164
397
$3.38M 0.01%
47,718
+1,175
398
$3.36M 0.01%
82,860
+5,080
399
$3.34M 0.01%
69,055
+11,839
400
$3.34M 0.01%
15,918
-1,175
14 15
16
17 18