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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9.53M 0.01%
250,035
+7,889
427
$9.52M 0.01%
134,263
+11,923
428
$9.51M 0.01%
84,644
+1,401
429
$9.5M 0.01%
143,183
-919
430
$9.49M 0.01%
22,223
+487
431
$9.47M 0.01%
131,479
+7,156
432
$9.41M 0.01%
424,081
+2,451
433
$9.32M 0.01%
67,902
+1,905
434
$9.32M 0.01%
37,659
+1,900
435
$9.31M 0.01%
139,633
+12,331
436
$9.29M 0.01%
175,145
-2,262
437
$9.22M 0.01%
41,076
-1,035
438
$9.22M 0.01%
46,901
-1,411
439
$9.21M 0.01%
234,006
+5,251
440
$9.16M 0.01%
38,492
+2,817
441
$9.15M 0.01%
66,400
+17,020
442
$9.07M 0.01%
187,035
+15,749
443
$8.91M 0.01%
127,003
+3,865
444
$8.84M 0.01%
190,247
+50,543
445
$8.83M 0.01%
202,927
+37,015
446
$8.76M 0.01%
20,800
+1,779
447
$8.75M 0.01%
384,022
-11,620
448
$8.73M 0.01%
152,943
+23,965
449
$8.73M 0.01%
179,779
-11,186
450
$8.72M 0.01%
277,598
+26,090
16 17
18
19 20