Creative Planning

Creative Planning Portfolio holdings

AUM $117B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
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
101
$77.7M 0.09%
224,172
+13,164
102
$76.4M 0.08%
624,786
+16,568
103
$76M 0.08%
605,058
+17,425
104
$74.6M 0.08%
203,608
+22,995
105
$66.3M 0.07%
1,154,090
-43,289
106
$64.4M 0.07%
213,854
+12,285
107
$64.2M 0.07%
122,469
-5,550
108
$63.7M 0.07%
376,035
+9,945
109
$63.6M 0.07%
944,197
+53,134
110
$63.2M 0.07%
2,577,674
-591,432
111
$63.1M 0.07%
2,024,142
-104,094
112
$62.7M 0.07%
1,963,949
+41,458
113
$62.4M 0.07%
1,063,980
-37,551
114
$61.2M 0.07%
121,256
+2,557
115
$59.9M 0.07%
456,776
-46,033
116
$59M 0.07%
240,018
+9,221
117
$58.7M 0.07%
431,539
+24,782
118
$58.6M 0.06%
1,173,756
+79,700
119
$58.1M 0.06%
95,594
-6,687
120
$57.4M 0.06%
901,279
-202,909
121
$56M 0.06%
1,267,313
+39,211
122
$55.5M 0.06%
95,434
+6,428
123
$55.3M 0.06%
306,364
+23,128
124
$55.3M 0.06%
176,761
+8,440
125
$54.9M 0.06%
1,704,857
-17,255
3 4
5
6 7