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
1176
$636K ﹤0.01%
+12,957
1177
$635K ﹤0.01%
6,748
+15
1178
$633K ﹤0.01%
10,577
+56
1179
$633K ﹤0.01%
91,763
+28,094
1180
$632K ﹤0.01%
53,758
-2,691
1181
$632K ﹤0.01%
12,022
+559
1182
$630K ﹤0.01%
7,344
+726
1183
$630K ﹤0.01%
4,807
+60
1184
$630K ﹤0.01%
14,596
+3,472
1185
$627K ﹤0.01%
3,390
+292
1186
$626K ﹤0.01%
6,070
+1,950
1187
$625K ﹤0.01%
7,817
-236
1188
$625K ﹤0.01%
11,835
-1,513
1189
$625K ﹤0.01%
4,703
-311
1190
$624K ﹤0.01%
+14,071
1191
$624K ﹤0.01%
17,654
-718
1192
$621K ﹤0.01%
7,273
+401
1193
$620K ﹤0.01%
17,818
+10,853
1194
$620K ﹤0.01%
24,800
1195
$618K ﹤0.01%
134,161
+40,671
1196
$612K ﹤0.01%
14,095
+216
1197
$611K ﹤0.01%
10,322
+3,693
1198
$610K ﹤0.01%
65,000
1199
$610K ﹤0.01%
26,164
-2,572
1200
$609K ﹤0.01%
11,795
+958
46 47
48
49 50