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
476
$4.6M 0.01%
54,929
+2,225
477
$4.56M 0.01%
30,421
+17,102
478
$4.54M 0.01%
18,444
+3,210
479
$4.54M 0.01%
45,627
+6,059
480
$4.53M 0.01%
39,639
+1,318
481
$4.51M 0.01%
92,182
-25,308
482
$4.5M 0.01%
53,999
+6,636
483
$4.45M 0.01%
119,082
-2,793
484
$4.44M 0.01%
76,512
+23,932
485
$4.42M 0.01%
48,956
+5,534
486
$4.36M 0.01%
186,781
+155,860
487
$4.33M 0.01%
32,528
+1,479
488
$4.32M 0.01%
38,434
-34
489
$4.32M 0.01%
226,598
+44,239
490
$4.3M 0.01%
170,090
+849
491
$4.29M 0.01%
42,074
+1,216
492
$4.26M 0.01%
134,301
-10,564
493
$4.26M 0.01%
73,758
-1,443
494
$4.23M 0.01%
13,928
+3,736
495
$4.22M 0.01%
206,544
-1,687
496
$4.21M 0.01%
23,027
+1,805
497
$4.19M 0.01%
99,982
+5,062
498
$4.18M 0.01%
147,714
+13,668
499
$4.18M 0.01%
9,197
-122
500
$4.17M 0.01%
63,931
+2,152
18 19
20
21 22