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
1151
$662K ﹤0.01%
26,130
-8,078
1152
$660K ﹤0.01%
+48,978
1153
$659K ﹤0.01%
23,873
+5,658
1154
$658K ﹤0.01%
37,693
+12,634
1155
$658K ﹤0.01%
8,987
-1,983
1156
$657K ﹤0.01%
4,623
+723
1157
$656K ﹤0.01%
13,032
+136
1158
$655K ﹤0.01%
10,845
-26
1159
$655K ﹤0.01%
19,318
-207
1160
$654K ﹤0.01%
46,387
-2,400
1161
$654K ﹤0.01%
3,400
+288
1162
$654K ﹤0.01%
5,691
-7,580
1163
$652K ﹤0.01%
31,960
+814
1164
$652K ﹤0.01%
4,213
+224
1165
$650K ﹤0.01%
21,913
+3,835
1166
$647K ﹤0.01%
15,947
+145
1167
$646K ﹤0.01%
4,197
-1,012
1168
$645K ﹤0.01%
3,014
+121
1169
$644K ﹤0.01%
8,148
-98
1170
$643K ﹤0.01%
39,618
+298
1171
$642K ﹤0.01%
5,470
+572
1172
$642K ﹤0.01%
25,385
+1,524
1173
$641K ﹤0.01%
30,282
+11,552
1174
$641K ﹤0.01%
11,721
+230
1175
$640K ﹤0.01%
4,016
+537
45 46
47
48 49