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
476
$7.75M 0.01%
2,459
+197
477
$7.68M 0.01%
160,478
+7,955
478
$7.63M 0.01%
26,177
+497
479
$7.59M 0.01%
298,229
-2,866
480
$7.55M 0.01%
130,853
+14,575
481
$7.53M 0.01%
98,873
+21,699
482
$7.48M 0.01%
19,021
+1,490
483
$7.44M 0.01%
128,978
-8,643
484
$7.42M 0.01%
141,760
+15,745
485
$7.41M 0.01%
143,616
+54,721
486
$7.4M 0.01%
157,481
+41,886
487
$7.38M 0.01%
49,616
+4,993
488
$7.35M 0.01%
93,683
-30,246
489
$7.35M 0.01%
62,682
+566
490
$7.34M 0.01%
251,625
+42,177
491
$7.34M 0.01%
111,386
-699
492
$7.32M 0.01%
4,811
+469
493
$7.32M 0.01%
280,487
-4,391
494
$7.31M 0.01%
70,459
+4,437
495
$7.23M 0.01%
70,134
+9,034
496
$7.22M 0.01%
101,846
-2,269
497
$7.21M 0.01%
224,660
-12,015
498
$7.2M 0.01%
150,882
-6,868
499
$7.19M 0.01%
312,551
-114
500
$7.17M 0.01%
30,954
-4,991
18 19
20
21 22