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
876
$1.24M ﹤0.01%
+50,089
877
$1.24M ﹤0.01%
21,287
-2,431
878
$1.24M ﹤0.01%
55,671
+5,428
879
$1.23M ﹤0.01%
15,426
+683
880
$1.22M ﹤0.01%
19,585
+513
881
$1.22M ﹤0.01%
47,201
-28
882
$1.22M ﹤0.01%
24,951
+680
883
$1.22M ﹤0.01%
12,692
+1,121
884
$1.22M ﹤0.01%
34,410
+2,451
885
$1.22M ﹤0.01%
10,550
+8,972
886
$1.21M ﹤0.01%
44,453
+656
887
$1.21M ﹤0.01%
1,456
+45
888
$1.21M ﹤0.01%
159,443
-4,344
889
$1.21M ﹤0.01%
21,535
+585
890
$1.21M ﹤0.01%
72,026
+3,632
891
$1.21M ﹤0.01%
17,894
+3,234
892
$1.2M ﹤0.01%
27,175
-43
893
$1.2M ﹤0.01%
23,772
+4,742
894
$1.2M ﹤0.01%
13,037
+249
895
$1.2M ﹤0.01%
16,258
-2,100
896
$1.18M ﹤0.01%
9,719
+714
897
$1.18M ﹤0.01%
113,046
-2,180
898
$1.18M ﹤0.01%
30,582
-3,424
899
$1.18M ﹤0.01%
13,434
+8,650
900
$1.17M ﹤0.01%
41,382
+444
34 35
36
37 38