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
726
$1.94M ﹤0.01%
29,814
+16,530
727
$1.92M ﹤0.01%
86,588
728
$1.92M ﹤0.01%
25,758
+1,446
729
$1.9M ﹤0.01%
56,895
-1,427
730
$1.9M ﹤0.01%
55,871
+11,210
731
$1.9M ﹤0.01%
32,584
+2,108
732
$1.89M ﹤0.01%
35,175
+1,740
733
$1.89M ﹤0.01%
31,664
+6,671
734
$1.88M ﹤0.01%
39,263
-2,919
735
$1.87M ﹤0.01%
52,417
+6,235
736
$1.87M ﹤0.01%
43,584
+4,378
737
$1.86M ﹤0.01%
15,395
+1,337
738
$1.86M ﹤0.01%
67,917
+4,472
739
$1.86M ﹤0.01%
33,881
+69
740
$1.85M ﹤0.01%
19,019
+70
741
$1.84M ﹤0.01%
153,243
+44,539
742
$1.84M ﹤0.01%
38,486
+3,210
743
$1.83M ﹤0.01%
66,475
-39,719
744
$1.83M ﹤0.01%
222,097
+106,543
745
$1.82M ﹤0.01%
77,836
+13,324
746
$1.82M ﹤0.01%
59,415
+6,615
747
$1.8M ﹤0.01%
2,827
-12
748
$1.8M ﹤0.01%
18,451
+15,394
749
$1.8M ﹤0.01%
70,503
+31,545
750
$1.79M ﹤0.01%
39,477
-14,235
28 29
30
31 32