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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1.2M ﹤0.01%
15,661
+578
1277
$1.19M ﹤0.01%
91,549
-1,895
1278
$1.19M ﹤0.01%
23,924
+2,995
1279
$1.19M ﹤0.01%
3,847
+642
1280
$1.19M ﹤0.01%
15,526
+4,081
1281
$1.18M ﹤0.01%
25,199
+179
1282
$1.18M ﹤0.01%
3,351
+149
1283
$1.18M ﹤0.01%
15,932
+1,012
1284
$1.18M ﹤0.01%
52,501
-10,257
1285
$1.18M ﹤0.01%
33,160
+1,205
1286
$1.18M ﹤0.01%
24,939
1287
$1.17M ﹤0.01%
12,179
-337
1288
$1.17M ﹤0.01%
12,515
-8,395
1289
$1.17M ﹤0.01%
7,172
+186
1290
$1.17M ﹤0.01%
8,906
+4,420
1291
$1.17M ﹤0.01%
43,174
+2,209
1292
$1.17M ﹤0.01%
20,796
-434
1293
$1.16M ﹤0.01%
29,088
+12,658
1294
$1.16M ﹤0.01%
119,218
+60,571
1295
$1.15M ﹤0.01%
16,647
+1,174
1296
$1.15M ﹤0.01%
3,613
+605
1297
$1.15M ﹤0.01%
32,368
+1,862
1298
$1.15M ﹤0.01%
8,297
+394
1299
$1.15M ﹤0.01%
43,752
+5,780
1300
$1.15M ﹤0.01%
19,148
+1,459
50 51
52
53 54