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
376
$11.4M 0.01%
166,644
+15,113
377
$11.3M 0.01%
196,086
-1,166
378
$11.3M 0.01%
722,750
-60,384
379
$11.3M 0.01%
209,312
+69,928
380
$11.2M 0.01%
45,391
+421
381
$11.1M 0.01%
41,827
+486
382
$10.9M 0.01%
32,806
+623
383
$10.9M 0.01%
141,072
+51,430
384
$10.8M 0.01%
83,243
+11,811
385
$10.8M 0.01%
36,103
+790
386
$10.8M 0.01%
55,648
+2,951
387
$10.8M 0.01%
187,524
+14,943
388
$10.8M 0.01%
32,241
+3,372
389
$10.7M 0.01%
435,602
-48,646
390
$10.5M 0.01%
111,407
-224
391
$10.5M 0.01%
213,200
+5,928
392
$10.5M 0.01%
153,002
+4,336
393
$10.4M 0.01%
48,312
+5,040
394
$10.3M 0.01%
114,136
+13,827
395
$10.3M 0.01%
491,641
+23,872
396
$10.3M 0.01%
96,359
+4,687
397
$10.3M 0.01%
430,090
+133,365
398
$10.2M 0.01%
60,548
+8,158
399
$10.2M 0.01%
859,886
-167
400
$10.2M 0.01%
62,091
+3,636
14 15
16
17 18