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
$45.3B
AUM Growth
+$7.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$479M
3
+$212M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$153M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$144M

Top Sells

1
+$223M
2
+$59M
3
+$47M
4
AAPL icon
Apple
AAPL
+$44.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$36.5M

Sector Composition

1 Technology 5.25%
2 Financials 3.29%
3 Consumer Discretionary 2.4%
4 Healthcare 1.74%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.94M 0.01%
29,915
+6,390
427
$3.94M 0.01%
+41,244
428
$3.92M 0.01%
9,566
+2,714
429
$3.92M 0.01%
7,159
430
$3.88M 0.01%
60,912
+3,048
431
$3.88M 0.01%
92,715
+35,671
432
$3.88M 0.01%
+322,905
433
$3.87M 0.01%
25,279
+582
434
$3.84M 0.01%
7,866
-138
435
$3.84M 0.01%
23,176
+1,689
436
$3.83M 0.01%
25,111
+2,352
437
$3.82M 0.01%
15,780
+1,419
438
$3.77M 0.01%
60,619
+6,422
439
$3.76M 0.01%
24,329
+5,604
440
$3.74M 0.01%
100,307
+8,249
441
$3.73M 0.01%
83,208
+7,426
442
$3.72M 0.01%
80,957
-1,850
443
$3.72M 0.01%
59,285
+55
444
$3.71M 0.01%
207,988
+12,292
445
$3.69M 0.01%
16,058
-629
446
$3.67M 0.01%
88,188
-5,662
447
$3.66M 0.01%
20,520
+267
448
$3.66M 0.01%
17,256
+484
449
$3.64M 0.01%
107,482
-3,375
450
$3.64M 0.01%
16,626
-286
16 17
18
19 20