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
451
$8.38M 0.01%
67,679
-141
452
$8.38M 0.01%
128,965
-30,572
453
$8.37M 0.01%
146,542
+9,164
454
$8.35M 0.01%
91,892
+2,083
455
$8.34M 0.01%
175,667
-11,245
456
$8.32M 0.01%
171,286
+32,446
457
$8.31M 0.01%
193,924
+6,448
458
$8.3M 0.01%
113,704
+575
459
$8.3M 0.01%
8,624
+1,535
460
$8.27M 0.01%
63,053
-268
461
$8.24M 0.01%
35,675
+5,482
462
$8.21M 0.01%
217,849
-6,148
463
$8.17M 0.01%
545,722
-62,357
464
$8.17M 0.01%
62,007
+7,453
465
$8.14M 0.01%
80,233
-606
466
$8.11M 0.01%
89,301
+10,128
467
$8.05M 0.01%
14,355
+2,293
468
$7.99M 0.01%
23,053
-4,039
469
$7.97M 0.01%
137,620
+5,861
470
$7.95M 0.01%
54,185
+2,737
471
$7.86M 0.01%
29,948
-108,866
472
$7.86M 0.01%
147,209
-94,414
473
$7.83M 0.01%
42,605
+803
474
$7.83M 0.01%
213,859
+21,791
475
$7.81M 0.01%
134,790
+14,014
17 18
19
20 21