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
576
$5.42M 0.01%
56,016
+3,177
577
$5.41M 0.01%
270,767
+26,827
578
$5.38M 0.01%
+133,052
579
$5.38M 0.01%
68,547
+23,169
580
$5.35M 0.01%
85,125
+14,390
581
$5.33M 0.01%
89,959
+16,894
582
$5.33M 0.01%
51,084
-1,143
583
$5.3M 0.01%
52,658
+11,347
584
$5.28M 0.01%
98,104
-4,844
585
$5.27M 0.01%
64,220
-4,079
586
$5.27M 0.01%
38,243
+11,092
587
$5.27M 0.01%
1,087,971
+92,697
588
$5.26M 0.01%
30,588
-90
589
$5.25M 0.01%
11,018
+3,142
590
$5.25M 0.01%
304,535
+1,436
591
$5.23M 0.01%
356,825
+68,330
592
$5.22M 0.01%
94,182
-2,198
593
$5.21M 0.01%
146,904
+9,386
594
$5.18M 0.01%
70,046
+8,689
595
$5.18M 0.01%
89,461
+17,307
596
$5.18M 0.01%
505,896
+87,949
597
$5.17M 0.01%
77,426
-3,104
598
$5.17M 0.01%
101,188
+14,646
599
$5.17M 0.01%
+90,534
600
$5.16M 0.01%
49,721
+2,853
22 23
24
25 26