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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2.57M ﹤0.01%
36,287
+1
877
$2.56M ﹤0.01%
148,580
+14,688
878
$2.56M ﹤0.01%
18,736
-1,037
879
$2.55M ﹤0.01%
36,284
+1,176
880
$2.55M ﹤0.01%
97,492
+12,602
881
$2.53M ﹤0.01%
47,419
+13,837
882
$2.53M ﹤0.01%
98,628
-1,961
883
$2.52M ﹤0.01%
30,038
+34
884
$2.52M ﹤0.01%
24,913
+1,416
885
$2.52M ﹤0.01%
188,965
-27,460
886
$2.51M ﹤0.01%
49,756
-1,678
887
$2.51M ﹤0.01%
29,962
+6,871
888
$2.5M ﹤0.01%
46,185
-2,346
889
$2.5M ﹤0.01%
16,848
+2,451
890
$2.5M ﹤0.01%
27,420
-9,014
891
$2.49M ﹤0.01%
10,327
-273
892
$2.49M ﹤0.01%
48,838
+514
893
$2.48M ﹤0.01%
13,934
+869
894
$2.48M ﹤0.01%
50,352
+17,536
895
$2.48M ﹤0.01%
183,428
-115,108
896
$2.47M ﹤0.01%
9,463
+1,361
897
$2.47M ﹤0.01%
14,748
+6,786
898
$2.47M ﹤0.01%
48,205
+11,219
899
$2.46M ﹤0.01%
29,313
+325
900
$2.46M ﹤0.01%
18,425
+966
34 35
36
37 38