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
$45.3B
AUM Growth
+$7.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$479M
3
+$212M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$153M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$144M

Top Sells

1
+$223M
2
+$59M
3
+$47M
4
AAPL icon
Apple
AAPL
+$44.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$36.5M

Sector Composition

1 Technology 5.25%
2 Financials 3.29%
3 Consumer Discretionary 2.4%
4 Healthcare 1.74%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$507K ﹤0.01%
22,830
1277
$506K ﹤0.01%
21,401
+30
1278
$506K ﹤0.01%
13,121
+1,527
1279
$505K ﹤0.01%
2,219
-180
1280
$505K ﹤0.01%
2,960
-172
1281
$504K ﹤0.01%
29,340
1282
$504K ﹤0.01%
4,672
-33
1283
$503K ﹤0.01%
7,130
+1,220
1284
$503K ﹤0.01%
7,247
+37
1285
$503K ﹤0.01%
16,764
-351
1286
$502K ﹤0.01%
11,559
+52
1287
$501K ﹤0.01%
9,874
+300
1288
$501K ﹤0.01%
4,262
+460
1289
$498K ﹤0.01%
10,416
+210
1290
$497K ﹤0.01%
13,990
-2,103
1291
$497K ﹤0.01%
12,951
+443
1292
$496K ﹤0.01%
34,273
+13,112
1293
$496K ﹤0.01%
4,302
+77
1294
$495K ﹤0.01%
7,441
+51
1295
$495K ﹤0.01%
+9,951
1296
$494K ﹤0.01%
11,966
+4,541
1297
$493K ﹤0.01%
5,466
+521
1298
$493K ﹤0.01%
49,603
+3,856
1299
$493K ﹤0.01%
24,650
-175
1300
$492K ﹤0.01%
+9,451
50 51
52
53 54