Creative Planning

Creative Planning Portfolio holdings

AUM $117B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
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
51
$218M 0.24%
1,345,778
+14,215
52
$215M 0.24%
1,859,378
-101,007
53
$214M 0.24%
1,067,415
+38,805
54
$195M 0.22%
677,248
-2,685
55
$194M 0.22%
1,672,027
+45,829
56
$189M 0.21%
3,384,368
-590,457
57
$179M 0.2%
982,964
-64,639
58
$177M 0.2%
462,105
+19,197
59
$171M 0.19%
219,668
+50,013
60
$171M 0.19%
4,173,439
-78,877
61
$168M 0.19%
1,519,588
-112,127
62
$168M 0.19%
2,102,123
-29,999
63
$153M 0.17%
548,848
+25,973
64
$152M 0.17%
962,645
+9,003
65
$150M 0.17%
205,305
+11,101
66
$148M 0.16%
439,909
+10,479
67
$148M 0.16%
265,473
+4,590
68
$144M 0.16%
2,778,787
-109,742
69
$138M 0.15%
3,203,634
-129,801
70
$130M 0.14%
714,799
+31,489
71
$126M 0.14%
714,568
-1,615
72
$120M 0.13%
1,344,716
-119,660
73
$120M 0.13%
571,852
-19,429
74
$119M 0.13%
4,839,078
-186,386
75
$113M 0.13%
2,390,799
-88,405
1 2
3
4 5