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
701
$2.08M ﹤0.01%
35,869
-18,118
702
$2.07M ﹤0.01%
41,436
+1,436
703
$2.07M ﹤0.01%
159,871
+114,310
704
$2.06M ﹤0.01%
22,819
-2,010
705
$2.06M ﹤0.01%
60,280
-21,823
706
$2.05M ﹤0.01%
25,302
+3,413
707
$2.05M ﹤0.01%
105,445
+5,130
708
$2.05M ﹤0.01%
75,308
+30,356
709
$2.04M ﹤0.01%
+77,238
710
$2.03M ﹤0.01%
30,142
+6,733
711
$2.03M ﹤0.01%
99,080
+26,874
712
$2.02M ﹤0.01%
52,098
+4,876
713
$2.02M ﹤0.01%
8,176
-36
714
$2.02M ﹤0.01%
72,334
+7,397
715
$2.01M ﹤0.01%
11,229
-182
716
$2M ﹤0.01%
77,160
+6,116
717
$2M ﹤0.01%
52,497
+943
718
$1.99M ﹤0.01%
32,571
-520
719
$1.98M ﹤0.01%
11,161
+1,347
720
$1.96M ﹤0.01%
26,004
+212
721
$1.95M ﹤0.01%
42,602
-1,707
722
$1.95M ﹤0.01%
2,970
+787
723
$1.95M ﹤0.01%
8,687
+261
724
$1.95M ﹤0.01%
17,081
+4,464
725
$1.94M ﹤0.01%
97,934
+803
27 28
29
30 31