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
826
$1.42M ﹤0.01%
39,504
-5,983
827
$1.42M ﹤0.01%
4,820
-10
828
$1.41M ﹤0.01%
30,468
-6,549
829
$1.41M ﹤0.01%
61,019
+27,533
830
$1.4M ﹤0.01%
6,470
+2,684
831
$1.4M ﹤0.01%
42,361
-5,057
832
$1.4M ﹤0.01%
105,755
+7,946
833
$1.4M ﹤0.01%
80,864
+27,610
834
$1.4M ﹤0.01%
36,255
-8,871
835
$1.4M ﹤0.01%
41,665
-4,961
836
$1.4M ﹤0.01%
19,012
+391
837
$1.39M ﹤0.01%
2,450
+8
838
$1.38M ﹤0.01%
62,981
+51,521
839
$1.37M ﹤0.01%
14,393
+6,944
840
$1.37M ﹤0.01%
23,904
+183
841
$1.37M ﹤0.01%
20,447
+2,185
842
$1.36M ﹤0.01%
26,624
+1,648
843
$1.36M ﹤0.01%
6,896
+107
844
$1.36M ﹤0.01%
10,389
+450
845
$1.35M ﹤0.01%
16,405
+2,363
846
$1.35M ﹤0.01%
15,678
+13
847
$1.34M ﹤0.01%
56,846
+2,208
848
$1.34M ﹤0.01%
45,365
-12,528
849
$1.34M ﹤0.01%
18,256
-436
850
$1.34M ﹤0.01%
8,272
+49
32 33
34
35 36