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
501
$7.16M 0.01%
30,027
-5
502
$7.13M 0.01%
157,496
+91,993
503
$7.13M 0.01%
196,468
+3,723
504
$7.1M 0.01%
248,988
+19,306
505
$7.1M 0.01%
19,991
+1,249
506
$7.06M 0.01%
872
+25
507
$7.05M 0.01%
328,483
+197,975
508
$7.04M 0.01%
68,886
-4,110
509
$7.03M 0.01%
130,776
+1,965
510
$7.01M 0.01%
296,083
-36,178
511
$6.99M 0.01%
37,322
+4,867
512
$6.97M 0.01%
334,602
+40,290
513
$6.96M 0.01%
290,631
+15,589
514
$6.94M 0.01%
61,874
+5,002
515
$6.93M 0.01%
424,030
+9,501
516
$6.88M 0.01%
28,314
+2,808
517
$6.86M 0.01%
178,278
+17,324
518
$6.85M 0.01%
49,869
+6,860
519
$6.82M 0.01%
119,590
-2,451
520
$6.8M 0.01%
67,350
+25,230
521
$6.72M 0.01%
59,625
-16,262
522
$6.7M 0.01%
132,241
-8,119
523
$6.68M 0.01%
83,239
+23,065
524
$6.67M 0.01%
53,000
+8,017
525
$6.63M 0.01%
44,517
+2,786
19 20
21
22 23