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
551
$6.03M 0.01%
36,652
-318
552
$6.01M 0.01%
277,066
+4,805
553
$5.97M 0.01%
59,872
+246
554
$5.91M 0.01%
179,449
+841
555
$5.9M 0.01%
69,733
+1,623
556
$5.87M 0.01%
27,511
+6,299
557
$5.86M 0.01%
77,762
+6,500
558
$5.86M 0.01%
65,511
-12,951
559
$5.85M 0.01%
190,538
+20,499
560
$5.82M 0.01%
79,905
-411
561
$5.79M 0.01%
64,856
+15,469
562
$5.78M 0.01%
98,287
-36,975
563
$5.78M 0.01%
39,820
+2,225
564
$5.78M 0.01%
146,652
+22,771
565
$5.78M 0.01%
14,793
-1,814
566
$5.76M 0.01%
60,702
+4,759
567
$5.72M 0.01%
19,727
+5,806
568
$5.71M 0.01%
57,052
+4,310
569
$5.68M 0.01%
106,475
+7,685
570
$5.65M 0.01%
83,294
+3,161
571
$5.64M 0.01%
285,336
+897
572
$5.56M 0.01%
6,740
+1,061
573
$5.52M 0.01%
147,050
+23,679
574
$5.51M 0.01%
4,472
+543
575
$5.49M 0.01%
39,485
-245
21 22
23
24 25