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
526
$3.86M 0.01%
154,556
+19,062
527
$3.86M 0.01%
177,516
+12,221
528
$3.85M 0.01%
38,756
+18,715
529
$3.83M 0.01%
164,652
+9,625
530
$3.83M 0.01%
22,284
+672
531
$3.82M 0.01%
68,889
+64,712
532
$3.82M 0.01%
204,764
-31,437
533
$3.75M 0.01%
155,392
-116,994
534
$3.71M 0.01%
39,233
-2,216
535
$3.7M 0.01%
154,521
+142,329
536
$3.69M 0.01%
112,569
-65,338
537
$3.69M 0.01%
13,105
+7,280
538
$3.66M 0.01%
107,462
-1,899
539
$3.61M 0.01%
39,949
+31,808
540
$3.6M 0.01%
30,313
+1,777
541
$3.59M 0.01%
39,523
-227
542
$3.58M 0.01%
11,434
+2,626
543
$3.54M 0.01%
23,007
+1,347
544
$3.46M 0.01%
37,510
+40
545
$3.45M 0.01%
56,603
+1,628
546
$3.42M 0.01%
126,922
-78,681
547
$3.42M 0.01%
21,460
+14,217
548
$3.41M 0.01%
32,443
+949
549
$3.4M 0.01%
26,585
+2,154
550
$3.4M 0.01%
179,793
+1,331
20 21
22
23 24