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
1151
$1.34M ﹤0.01%
32,731
+4,039
1152
$1.34M ﹤0.01%
79,785
+2,707
1153
$1.34M ﹤0.01%
12,516
+4,506
1154
$1.34M ﹤0.01%
38,549
+5,039
1155
$1.33M ﹤0.01%
2,726
+188
1156
$1.33M ﹤0.01%
10,444
+10
1157
$1.33M ﹤0.01%
23,835
+4,722
1158
$1.32M ﹤0.01%
23,769
-2,615
1159
$1.32M ﹤0.01%
32,783
+9,982
1160
$1.32M ﹤0.01%
17,749
+1,031
1161
$1.32M ﹤0.01%
30,506
+1,442
1162
$1.31M ﹤0.01%
10,658
+4,070
1163
$1.31M ﹤0.01%
10,838
-861
1164
$1.31M ﹤0.01%
74,646
+15,184
1165
$1.31M ﹤0.01%
145,455
+11,202
1166
$1.31M ﹤0.01%
8,479
+408
1167
$1.31M ﹤0.01%
56,483
-5,097
1168
$1.3M ﹤0.01%
15,943
+6,341
1169
$1.3M ﹤0.01%
19,576
-1,181
1170
$1.3M ﹤0.01%
16,621
+1,873
1171
$1.29M ﹤0.01%
15,083
+993
1172
$1.29M ﹤0.01%
19,978
-1,353
1173
$1.28M ﹤0.01%
51,555
-11,801
1174
$1.28M ﹤0.01%
37,365
+3,639
1175
$1.28M ﹤0.01%
6,912
+819
45 46
47
48 49