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
1276
$528K ﹤0.01%
10,258
+1,065
1277
$528K ﹤0.01%
22,578
+21
1278
$525K ﹤0.01%
16,249
-1,283
1279
$524K ﹤0.01%
10,393
+1,895
1280
$523K ﹤0.01%
1,315
-275
1281
$522K ﹤0.01%
11,033
+1,656
1282
$522K ﹤0.01%
13,789
+1,218
1283
$521K ﹤0.01%
47,949
+2,959
1284
$521K ﹤0.01%
27,007
+2,007
1285
$520K ﹤0.01%
2,861
-177
1286
$520K ﹤0.01%
11,358
-996
1287
$519K ﹤0.01%
14,692
+600
1288
$518K ﹤0.01%
7,012
-721
1289
$517K ﹤0.01%
6,237
+2,744
1290
$515K ﹤0.01%
5,590
+15
1291
$515K ﹤0.01%
8,360
-2,280
1292
$514K ﹤0.01%
5,393
+2,768
1293
$513K ﹤0.01%
68,263
+9,408
1294
$512K ﹤0.01%
+20,955
1295
$511K ﹤0.01%
52,024
+2,850
1296
$511K ﹤0.01%
7,509
+175
1297
$510K ﹤0.01%
7,587
+3,029
1298
$508K ﹤0.01%
10,314
-13,126
1299
$507K ﹤0.01%
17,244
+2,023
1300
$507K ﹤0.01%
9,534
+250
50 51
52
53 54