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
776
$1.66M ﹤0.01%
22,115
-1
777
$1.65M ﹤0.01%
590,620
-27,749
778
$1.65M ﹤0.01%
90,887
+12,938
779
$1.65M ﹤0.01%
46,217
+7,344
780
$1.65M ﹤0.01%
10,562
+2,060
781
$1.65M ﹤0.01%
30,250
+103
782
$1.63M ﹤0.01%
64,310
-20,076
783
$1.62M ﹤0.01%
93,519
-11,753
784
$1.62M ﹤0.01%
4,099
+330
785
$1.62M ﹤0.01%
3,924
+1,039
786
$1.61M ﹤0.01%
105,757
+282
787
$1.61M ﹤0.01%
+59,727
788
$1.61M ﹤0.01%
20,568
+340
789
$1.6M ﹤0.01%
62,225
+18,158
790
$1.59M ﹤0.01%
8,158
+5,126
791
$1.59M ﹤0.01%
4,133
+735
792
$1.58M ﹤0.01%
21,099
+1,468
793
$1.58M ﹤0.01%
9,024
+7,554
794
$1.57M ﹤0.01%
24,118
+382
795
$1.57M ﹤0.01%
75,228
-951
796
$1.56M ﹤0.01%
16,839
-138
797
$1.55M ﹤0.01%
32,510
+9,202
798
$1.55M ﹤0.01%
10,898
+497
799
$1.52M ﹤0.01%
23,033
+593
800
$1.51M ﹤0.01%
146,613
-19,993
30 31
32
33 34