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
801
$1.5M ﹤0.01%
55,077
-4,473
802
$1.49M ﹤0.01%
7,145
+2,535
803
$1.49M ﹤0.01%
119,482
+203
804
$1.49M ﹤0.01%
60,334
+48,038
805
$1.49M ﹤0.01%
18,140
-1,246
806
$1.49M ﹤0.01%
25,907
+7,995
807
$1.49M ﹤0.01%
15,239
+1,073
808
$1.48M ﹤0.01%
76,488
+19,952
809
$1.47M ﹤0.01%
6,214
+1,796
810
$1.46M ﹤0.01%
40,573
+5,648
811
$1.46M ﹤0.01%
30,380
+4,662
812
$1.45M ﹤0.01%
133,274
+36,113
813
$1.45M ﹤0.01%
19,528
-15,675
814
$1.45M ﹤0.01%
53,457
+17,137
815
$1.45M ﹤0.01%
36,161
+3,205
816
$1.45M ﹤0.01%
11,565
-2,724
817
$1.45M ﹤0.01%
31,761
+1,921
818
$1.44M ﹤0.01%
23,867
-19,434
819
$1.44M ﹤0.01%
4,507
+698
820
$1.44M ﹤0.01%
58,897
-43,593
821
$1.44M ﹤0.01%
4,800
+208
822
$1.43M ﹤0.01%
7,962
+282
823
$1.43M ﹤0.01%
131,541
+40,463
824
$1.42M ﹤0.01%
41,636
+2,398
825
$1.42M ﹤0.01%
34,244
+2,574
31 32
33
34 35