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
$60.7B
AUM Growth
-$3.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$926M
2
+$505M
3
+$339M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$246M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$231M

Top Sells

1
+$374M
2
+$257M
3
+$173M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$155M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$56.5M

Sector Composition

1 Technology 4.53%
2 Financials 3.01%
3 Healthcare 1.66%
4 Consumer Discretionary 1.56%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.95M 0.01%
73,621
+346
452
$4.95M 0.01%
78,754
+33,331
453
$4.94M 0.01%
87,866
+23,773
454
$4.93M 0.01%
44,084
+21,682
455
$4.89M 0.01%
25,288
+3,189
456
$4.87M 0.01%
74,640
+6,685
457
$4.82M 0.01%
72,135
+10,182
458
$4.82M 0.01%
140,774
+3,749
459
$4.79M 0.01%
32,380
+1,214
460
$4.79M 0.01%
61,509
+38
461
$4.79M 0.01%
430,403
-165,672
462
$4.79M 0.01%
2,736
+80
463
$4.78M 0.01%
37,709
+6,189
464
$4.78M 0.01%
266,398
+41,341
465
$4.76M 0.01%
222,138
-1,050
466
$4.76M 0.01%
84,280
+56,258
467
$4.74M 0.01%
30,033
+2,369
468
$4.73M 0.01%
13,483
-59
469
$4.72M 0.01%
98,749
+5,734
470
$4.7M 0.01%
23,591
+771
471
$4.7M 0.01%
33,193
+1,089
472
$4.66M 0.01%
36,394
+1,618
473
$4.66M 0.01%
138,584
+76,335
474
$4.66M 0.01%
33,868
+397
475
$4.63M 0.01%
141,365
+13,016
17 18
19
20 21