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
926
$1.11M ﹤0.01%
15,341
+2,250
927
$1.11M ﹤0.01%
+290,188
928
$1.1M ﹤0.01%
6,347
+4,669
929
$1.1M ﹤0.01%
44,616
+30,669
930
$1.09M ﹤0.01%
6,312
+228
931
$1.09M ﹤0.01%
2,714
+1,164
932
$1.08M ﹤0.01%
15,501
-106
933
$1.08M ﹤0.01%
15,447
+1,399
934
$1.08M ﹤0.01%
14,988
935
$1.08M ﹤0.01%
7,218
+3,521
936
$1.08M ﹤0.01%
27,677
+25
937
$1.08M ﹤0.01%
47,914
+3,867
938
$1.08M ﹤0.01%
19,080
-70
939
$1.08M ﹤0.01%
14,371
+8,132
940
$1.07M ﹤0.01%
25,907
941
$1.07M ﹤0.01%
10,744
+2
942
$1.07M ﹤0.01%
56,453
+1,525
943
$1.07M ﹤0.01%
19,340
+492
944
$1.06M ﹤0.01%
25,612
+8,868
945
$1.06M ﹤0.01%
31,734
+1,048
946
$1.06M ﹤0.01%
15,839
+2,856
947
$1.05M ﹤0.01%
20,505
+4,774
948
$1.05M ﹤0.01%
26,451
+6,622
949
$1.05M ﹤0.01%
19,138
+13,580
950
$1.05M ﹤0.01%
30,077
-4,971
36 37
38
39 40