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
1201
$608K ﹤0.01%
9,945
1202
$608K ﹤0.01%
6,981
-1,152
1203
$607K ﹤0.01%
9,457
+2
1204
$607K ﹤0.01%
19,591
+1,039
1205
$606K ﹤0.01%
11,855
+2,115
1206
$605K ﹤0.01%
9,968
+822
1207
$603K ﹤0.01%
13,745
-1,899
1208
$602K ﹤0.01%
10,836
+6,114
1209
$600K ﹤0.01%
23,694
+15,274
1210
$596K ﹤0.01%
24,129
+4,286
1211
$595K ﹤0.01%
51,288
+7,632
1212
$595K ﹤0.01%
8,126
+1,035
1213
$594K ﹤0.01%
16,562
+10,003
1214
$594K ﹤0.01%
12,602
+1,400
1215
$594K ﹤0.01%
42,283
+5,779
1216
$592K ﹤0.01%
14,459
+963
1217
$592K ﹤0.01%
14,924
-426
1218
$591K ﹤0.01%
17,104
-4,087
1219
$590K ﹤0.01%
8,582
+1,260
1220
$590K ﹤0.01%
7,572
+103
1221
$590K ﹤0.01%
17,679
-637
1222
$590K ﹤0.01%
3,493
1223
$590K ﹤0.01%
6,665
+506
1224
$589K ﹤0.01%
2,152
+434
1225
$585K ﹤0.01%
9,615
+63
47 48
49
50 51