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
526
$6.77M 0.01%
892
+20
527
$6.75M 0.01%
209,567
+92,495
528
$6.74M 0.01%
323,250
-11,352
529
$6.71M 0.01%
90,985
+13,559
530
$6.68M 0.01%
33,387
+835
531
$6.68M 0.01%
85,496
-596
532
$6.68M 0.01%
207,570
+94,010
533
$6.67M 0.01%
175,738
-2,540
534
$6.67M 0.01%
437,610
+80,785
535
$6.65M 0.01%
285,910
-10,173
536
$6.6M 0.01%
29,312
+998
537
$6.56M 0.01%
30,078
+2,567
538
$6.55M 0.01%
2,146,838
+453,830
539
$6.5M 0.01%
122,782
+16,307
540
$6.44M 0.01%
33,049
-4,273
541
$6.43M 0.01%
126,854
-5,387
542
$6.41M 0.01%
54,015
-2,944
543
$6.36M 0.01%
55,147
+2,827
544
$6.33M 0.01%
60,163
+7,505
545
$6.32M 0.01%
100,591
+54,577
546
$6.31M 0.01%
200,109
-4,703
547
$6.3M 0.01%
184,472
+51,420
548
$6.19M 0.01%
209,672
+19,134
549
$6.13M 0.01%
40,782
+962
550
$6.12M 0.01%
68,417
-469
20 21
22
23 24