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
751
$1.79M ﹤0.01%
39,204
+1,411
752
$1.79M ﹤0.01%
42,914
+5,962
753
$1.79M ﹤0.01%
27,360
+1,533
754
$1.78M ﹤0.01%
28,091
+3,275
755
$1.78M ﹤0.01%
63,639
+3,067
756
$1.77M ﹤0.01%
119,685
+39
757
$1.77M ﹤0.01%
102,234
+3,751
758
$1.77M ﹤0.01%
8,802
+569
759
$1.77M ﹤0.01%
14,547
+1,741
760
$1.75M ﹤0.01%
+565,511
761
$1.75M ﹤0.01%
9,111
+4
762
$1.73M ﹤0.01%
41,423
+4,775
763
$1.73M ﹤0.01%
36,818
+22,372
764
$1.73M ﹤0.01%
191,901
-12,480
765
$1.72M ﹤0.01%
31,279
+3,039
766
$1.72M ﹤0.01%
66,299
+46,063
767
$1.71M ﹤0.01%
20,255
+5,998
768
$1.71M ﹤0.01%
25,581
+1,506
769
$1.7M ﹤0.01%
13,586
+2,079
770
$1.69M ﹤0.01%
11,356
-8,457
771
$1.69M ﹤0.01%
27,729
-861
772
$1.68M ﹤0.01%
50,655
+38,403
773
$1.68M ﹤0.01%
20,900
+795
774
$1.67M ﹤0.01%
9,731
+2,554
775
$1.66M ﹤0.01%
21,098
+491
29 30
31
32 33