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
401
$10.2M 0.01%
266,540
+98,471
402
$10.1M 0.01%
113,033
+8,191
403
$10.1M 0.01%
644,350
+100,818
404
$10.1M 0.01%
9,945
+552
405
$10.1M 0.01%
115,434
+11,425
406
$10.1M 0.01%
58,276
+5,601
407
$10.1M 0.01%
106,487
-6,983
408
$10.1M 0.01%
76,896
-163
409
$10M 0.01%
85,325
+1,360
410
$10M 0.01%
421,630
+10,895
411
$9.91M 0.01%
16,148
+2,243
412
$9.89M 0.01%
170,337
-13,413
413
$9.89M 0.01%
57,576
+4,704
414
$9.85M 0.01%
71,499
-14,169
415
$9.8M 0.01%
74,747
+1,733
416
$9.7M 0.01%
251,508
+13,262
417
$9.65M 0.01%
177,407
+1,303
418
$9.55M 0.01%
174,181
+29,119
419
$9.53M 0.01%
21,736
+1,337
420
$9.51M 0.01%
228,755
-13,205
421
$9.4M 0.01%
122,340
+866
422
$9.38M 0.01%
60,117
+12,307
423
$9.32M 0.01%
64,339
+1,678
424
$9.31M 0.01%
35,759
+2,615
425
$9.31M 0.01%
37,618
+276
15 16
17
18 19