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
376
$7.19M 0.01%
68,703
+2,825
377
$7.17M 0.01%
29,208
+12,848
378
$7.15M 0.01%
237,549
-15,514
379
$7.05M 0.01%
106,207
+9,316
380
$7.04M 0.01%
15,039
+6,996
381
$7.03M 0.01%
113,328
+10,990
382
$7M 0.01%
84,984
+8,358
383
$6.97M 0.01%
367,473
-9,135
384
$6.88M 0.01%
30,702
+1,729
385
$6.85M 0.01%
152,350
+23,408
386
$6.84M 0.01%
28,309
+2,088
387
$6.83M 0.01%
64,260
-8,140
388
$6.8M 0.01%
151,201
+2,619
389
$6.77M 0.01%
71,233
+9,176
390
$6.75M 0.01%
73,574
-1,130
391
$6.72M 0.01%
121,135
+519
392
$6.68M 0.01%
101,098
+451
393
$6.67M 0.01%
20,899
+5,514
394
$6.53M 0.01%
48,549
+4,291
395
$6.51M 0.01%
159,685
-6,867
396
$6.47M 0.01%
136,647
+13,250
397
$6.44M 0.01%
116,532
+9,486
398
$6.44M 0.01%
37,344
+1,160
399
$6.43M 0.01%
47,265
+10,578
400
$6.42M 0.01%
185,447
-226,492
14 15
16
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