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
1226
$584K ﹤0.01%
11,433
-4,239
1227
$584K ﹤0.01%
37,605
-17,264
1228
$583K ﹤0.01%
1,177
+96
1229
$583K ﹤0.01%
8,128
1230
$583K ﹤0.01%
14,228
+2,079
1231
$583K ﹤0.01%
33,860
+4,514
1232
$579K ﹤0.01%
37,067
-2,200
1233
$577K ﹤0.01%
2,950
+450
1234
$575K ﹤0.01%
14,823
+1,912
1235
$574K ﹤0.01%
25,675
+4,747
1236
$573K ﹤0.01%
11,260
+275
1237
$572K ﹤0.01%
6,425
+200
1238
$572K ﹤0.01%
12,954
-2,875
1239
$571K ﹤0.01%
11,553
-660
1240
$571K ﹤0.01%
25,422
+5,358
1241
$571K ﹤0.01%
+22,534
1242
$569K ﹤0.01%
+16,077
1243
$568K ﹤0.01%
4,194
+763
1244
$567K ﹤0.01%
11,198
-1,823
1245
$567K ﹤0.01%
9,085
-11
1246
$566K ﹤0.01%
+34,304
1247
$566K ﹤0.01%
6,029
+2,264
1248
$564K ﹤0.01%
17,811
-5,287
1249
$560K ﹤0.01%
20,923
+5,046
1250
$559K ﹤0.01%
34,000
+19,290
48 49
50
51 52