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
426
$9.26M 0.01%
190,965
-11,545
427
$9.24M 0.01%
144,102
+936
428
$9.15M 0.01%
16,005
+2,098
429
$9.13M 0.01%
123,138
+17,191
430
$9.1M 0.01%
395,642
-35,410
431
$9.06M 0.01%
65,997
+1,063
432
$9M 0.01%
124,323
+29,880
433
$9M 0.01%
33,626
+74
434
$9M 0.01%
69,543
-1,102
435
$8.99M 0.01%
68,277
+1,012
436
$8.99M 0.01%
39,965
+1,176
437
$8.97M 0.01%
42,111
+2,774
438
$8.94M 0.01%
242,146
+13,455
439
$8.87M 0.01%
83,835
+13,273
440
$8.84M 0.01%
86,303
-11,219
441
$8.82M 0.01%
35,609
+1,238
442
$8.8M 0.01%
56,797
+10,413
443
$8.76M 0.01%
127,302
+4,592
444
$8.7M 0.01%
93,056
+1,355
445
$8.68M 0.01%
74,752
+12
446
$8.65M 0.01%
11,993
+1,140
447
$8.58M 0.01%
70,831
-1,782
448
$8.42M 0.01%
49,380
+5,410
449
$8.41M 0.01%
139,125
-34,805
450
$8.39M 0.01%
225,044
+3,039
16 17
18
19 20