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
$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
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street 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
1276
$1.09M ﹤0.01%
44,563
+9,912
1277
$1.09M ﹤0.01%
2,634
+367
1278
$1.09M ﹤0.01%
40,598
+9,706
1279
$1.09M ﹤0.01%
7,903
-137
1280
$1.09M ﹤0.01%
39,390
+9,582
1281
$1.08M ﹤0.01%
12,913
+3,415
1282
$1.08M ﹤0.01%
172,397
+24,547
1283
$1.08M ﹤0.01%
6,430
+966
1284
$1.08M ﹤0.01%
8,337
+4,169
1285
$1.08M ﹤0.01%
36,004
+12,953
1286
$1.08M ﹤0.01%
228,747
-2,264
1287
$1.07M ﹤0.01%
19,964
+208
1288
$1.07M ﹤0.01%
13,665
+7,975
1289
$1.07M ﹤0.01%
25,261
+1,447
1290
$1.07M ﹤0.01%
39,469
-15,720
1291
$1.06M ﹤0.01%
15,723
+5,039
1292
$1.06M ﹤0.01%
52,207
+13,864
1293
$1.06M ﹤0.01%
9,192
+5,118
1294
$1.06M ﹤0.01%
13,556
+5,797
1295
$1.06M ﹤0.01%
299,321
+125,264
1296
$1.06M ﹤0.01%
26,042
+4,508
1297
$1.06M ﹤0.01%
13,895
+247
1298
$1.06M ﹤0.01%
9,771
+2
1299
$1.06M ﹤0.01%
18,563
+3,441
1300
$1.06M ﹤0.01%
24,139
+1,001
50 51
52
53 54