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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.89M 0.01%
57,077
+280
477
$7.89M 0.01%
80,754
-3,081
478
$7.88M 0.01%
78,934
-7,369
479
$7.88M 0.01%
101,165
+9,273
480
$7.87M 0.01%
167,994
-7,673
481
$7.86M 0.01%
523,087
-22,635
482
$7.85M 0.01%
165,474
+4,996
483
$7.82M 0.01%
203,246
+9,322
484
$7.82M 0.01%
12,087
+94
485
$7.79M 0.01%
391,908
+55,207
486
$7.76M 0.01%
62,772
+3,147
487
$7.73M 0.01%
76,868
+6,734
488
$7.7M 0.01%
212,268
-1,591
489
$7.7M 0.01%
72,376
-5,393
490
$7.7M 0.01%
514,341
+378,136
491
$7.7M 0.01%
181,063
+21,504
492
$7.66M 0.01%
41,988
-617
493
$7.65M 0.01%
57,874
-2,243
494
$7.59M 0.01%
91,255
+2,455
495
$7.59M 0.01%
265,150
+13,525
496
$7.58M 0.01%
139,956
+5,166
497
$7.56M 0.01%
69,483
-2,016
498
$7.5M 0.01%
150,661
-221
499
$7.49M 0.01%
213,889
+12,745
500
$7.49M 0.01%
72,752
+5,073
18 19
20
21 22