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
951
$1.05M ﹤0.01%
89,838
+18,518
952
$1.04M ﹤0.01%
1,946
+477
953
$1.04M ﹤0.01%
22,739
-3,618
954
$1.04M ﹤0.01%
21,423
-6,997
955
$1.04M ﹤0.01%
+28,664
956
$1.03M ﹤0.01%
22,701
+69
957
$1.03M ﹤0.01%
19,764
+1,037
958
$1.03M ﹤0.01%
8,058
-338
959
$1.03M ﹤0.01%
48,453
-2,472
960
$1.03M ﹤0.01%
7,372
+2,182
961
$1.02M ﹤0.01%
9,958
+697
962
$1.02M ﹤0.01%
55,392
+10,949
963
$1.02M ﹤0.01%
17,597
-11,992
964
$1.02M ﹤0.01%
32,937
+93
965
$1.02M ﹤0.01%
18,809
+394
966
$1.02M ﹤0.01%
21,559
-5,887
967
$1.01M ﹤0.01%
4,229
+839
968
$1.01M ﹤0.01%
111,564
+5,855
969
$1.01M ﹤0.01%
+40,502
970
$1.01M ﹤0.01%
13,106
-2,694
971
$1.01M ﹤0.01%
22,418
+246
972
$1.01M ﹤0.01%
12,062
+3
973
$1M ﹤0.01%
166,143
-34,756
974
$998K ﹤0.01%
18,752
-476
975
$997K ﹤0.01%
21,409
+606
37 38
39
40 41