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
$90.2B
AUM Growth
+$36.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,971
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$341M
3
+$259M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$196M

Top Sells

1
+$493M
2
+$152M
3
+$88.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$63.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.9M

Sector Composition

1 Technology 5.38%
2 Financials 3.1%
3 Consumer Discretionary 1.77%
4 Healthcare 1.77%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.81M ﹤0.01%
27,254
+32
827
$2.8M ﹤0.01%
45,274
-351
828
$2.8M ﹤0.01%
34,273
+15,820
829
$2.8M ﹤0.01%
40,860
+3,642
830
$2.78M ﹤0.01%
181,380
+12,234
831
$2.78M ﹤0.01%
68,794
+8,798
832
$2.77M ﹤0.01%
22,805
+4,097
833
$2.77M ﹤0.01%
135,352
-132,132
834
$2.76M ﹤0.01%
77,121
+13,255
835
$2.76M ﹤0.01%
147,849
+4,583
836
$2.76M ﹤0.01%
32,186
+2,548
837
$2.75M ﹤0.01%
38,540
-109,680
838
$2.74M ﹤0.01%
26,058
+4,983
839
$2.74M ﹤0.01%
79,699
+13,678
840
$2.74M ﹤0.01%
51,836
+738
841
$2.73M ﹤0.01%
33,542
+2,604
842
$2.73M ﹤0.01%
32,002
+2,317
843
$2.72M ﹤0.01%
57,461
-5,371
844
$2.72M ﹤0.01%
23,497
+260
845
$2.71M ﹤0.01%
13,207
+3,045
846
$2.7M ﹤0.01%
9,923
-348
847
$2.69M ﹤0.01%
85,132
+7,224
848
$2.69M ﹤0.01%
16,388
+1,771
849
$2.67M ﹤0.01%
21,677
+1,873
850
$2.66M ﹤0.01%
48,324
+980
32 33
34
35 36