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
976
$1.92M ﹤0.01%
20,910
-29
977
$1.91M ﹤0.01%
4,432
+489
978
$1.91M ﹤0.01%
4,721
-5,221
979
$1.91M ﹤0.01%
18,435
-3,378
980
$1.9M ﹤0.01%
29,519
+3,506
981
$1.9M ﹤0.01%
61,032
-60
982
$1.9M ﹤0.01%
10,945
+768
983
$1.9M ﹤0.01%
14,449
+1,631
984
$1.9M ﹤0.01%
18,085
+4,545
985
$1.9M ﹤0.01%
32,309
-11,736
986
$1.89M ﹤0.01%
43,619
+2,777
987
$1.89M ﹤0.01%
61,792
+2,610
988
$1.86M ﹤0.01%
51,863
-25,994
989
$1.86M ﹤0.01%
8,561
+305
990
$1.85M ﹤0.01%
121,949
+8,324
991
$1.85M ﹤0.01%
15,945
+1,688
992
$1.85M ﹤0.01%
9,605
+247
993
$1.85M ﹤0.01%
305,858
+48,634
994
$1.85M ﹤0.01%
21,416
+782
995
$1.84M ﹤0.01%
151,253
-12,521
996
$1.83M ﹤0.01%
29,999
+301
997
$1.83M ﹤0.01%
51,056
-4,111
998
$1.83M ﹤0.01%
25,294
-2,443
999
$1.83M ﹤0.01%
59,551
+3,069
1000
$1.82M ﹤0.01%
13,414
+1,517
38 39
40
41 42