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
$38.2B
AUM Growth
+$3.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$510M
2
+$182M
3
+$76.1M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$73.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$69.8M

Top Sells

1
+$77.4M
2
+$50.4M
3
+$48.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$33.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.2M

Sector Composition

1 Technology 5.74%
2 Financials 3.33%
3 Consumer Discretionary 2.26%
4 Healthcare 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.53M 0.01%
66,318
+4,127
477
$2.51M 0.01%
102,900
+20,000
478
$2.49M 0.01%
117,483
-73,056
479
$2.48M 0.01%
24,990
+690
480
$2.48M 0.01%
81,222
-622
481
$2.48M 0.01%
41,414
+4,134
482
$2.48M 0.01%
18,725
+3,390
483
$2.46M 0.01%
30,804
+8,048
484
$2.46M 0.01%
26,084
+2,417
485
$2.45M 0.01%
7,496
-146
486
$2.45M 0.01%
100,759
487
$2.44M 0.01%
156,123
-10,172
488
$2.43M 0.01%
59,472
+3,978
489
$2.42M 0.01%
4,314
+605
490
$2.41M 0.01%
24,404
+8,570
491
$2.4M 0.01%
38,966
+5,319
492
$2.4M 0.01%
38,390
-2,007
493
$2.39M 0.01%
52,636
-21,250
494
$2.39M 0.01%
238,811
+1,939
495
$2.38M 0.01%
63,907
+198
496
$2.38M 0.01%
12,164
+68
497
$2.38M 0.01%
15,948
+578
498
$2.37M 0.01%
13,101
+34
499
$2.37M 0.01%
112,620
+57,379
500
$2.36M 0.01%
60,336
+22,403
18 19
20
21 22