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
1251
$558K ﹤0.01%
7,734
-1,957
1252
$557K ﹤0.01%
30,663
+3,830
1253
$556K ﹤0.01%
13,074
-3,762
1254
$553K ﹤0.01%
1,179
+679
1255
$551K ﹤0.01%
18,943
+5,446
1256
$551K ﹤0.01%
12,701
+1,287
1257
$550K ﹤0.01%
+26,251
1258
$548K ﹤0.01%
25,833
+1,384
1259
$548K ﹤0.01%
17,936
+1,488
1260
$547K ﹤0.01%
7,595
+4,371
1261
$547K ﹤0.01%
12,814
+1,134
1262
$545K ﹤0.01%
13,312
+179
1263
$542K ﹤0.01%
20,136
+2,870
1264
$541K ﹤0.01%
10,686
+394
1265
$538K ﹤0.01%
7,959
1266
$538K ﹤0.01%
6,465
+27
1267
$533K ﹤0.01%
3,186
+101
1268
$533K ﹤0.01%
19,752
+44
1269
$533K ﹤0.01%
26,155
+189
1270
$532K ﹤0.01%
15,800
-2,766
1271
$532K ﹤0.01%
28,761
+127
1272
$531K ﹤0.01%
10,134
+2,925
1273
$531K ﹤0.01%
15,230
+11,431
1274
$529K ﹤0.01%
11,312
-110
1275
$529K ﹤0.01%
8,022
+1,834
49 50
51
52 53