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
426
$3.03M 0.01%
87,208
+10,441
427
$3.02M 0.01%
233,407
+63,521
428
$3.02M 0.01%
75,782
+32,218
429
$2.97M 0.01%
79,881
-632
430
$2.97M 0.01%
22,972
+4,857
431
$2.96M 0.01%
8,004
+1,979
432
$2.95M 0.01%
53,692
+20,005
433
$2.95M 0.01%
+121,308
434
$2.94M 0.01%
54,197
+30,577
435
$2.92M 0.01%
53,080
+1,507
436
$2.91M 0.01%
49,264
-2,068
437
$2.91M 0.01%
68,942
+1,197
438
$2.91M 0.01%
26,504
+71
439
$2.91M 0.01%
30,907
-670
440
$2.9M 0.01%
14,961
-2,165
441
$2.88M 0.01%
84,640
442
$2.88M 0.01%
54,852
+35,873
443
$2.87M 0.01%
11,594
+6,260
444
$2.86M 0.01%
34,384
+320
445
$2.85M 0.01%
79,888
+1,456
446
$2.84M 0.01%
33,497
+10,523
447
$2.84M 0.01%
6,852
+1,416
448
$2.8M 0.01%
180,398
+84,382
449
$2.8M 0.01%
64,681
+15,289
450
$2.78M 0.01%
+34,000
16 17
18
19 20