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
1301
$506K ﹤0.01%
10,052
+5,653
1302
$506K ﹤0.01%
15,922
-6,728
1303
$505K ﹤0.01%
20,762
-1,362
1304
$505K ﹤0.01%
+2
1305
$504K ﹤0.01%
3,750
+496
1306
$501K ﹤0.01%
5,142
+1,102
1307
$499K ﹤0.01%
6,857
+2,588
1308
$499K ﹤0.01%
10,998
1309
$498K ﹤0.01%
6,484
+1,489
1310
$497K ﹤0.01%
15,791
-2,656
1311
$497K ﹤0.01%
1,916
-142
1312
$496K ﹤0.01%
14,987
+1,461
1313
$495K ﹤0.01%
27,179
+300
1314
$495K ﹤0.01%
47,683
1315
$495K ﹤0.01%
13,300
+100
1316
$493K ﹤0.01%
6,703
+1,678
1317
$493K ﹤0.01%
10,151
+2,265
1318
$493K ﹤0.01%
1,671
+620
1319
$493K ﹤0.01%
4,456
+2,338
1320
$491K ﹤0.01%
9,792
+1,100
1321
$491K ﹤0.01%
11,702
+383
1322
$489K ﹤0.01%
16,124
-1,428
1323
$489K ﹤0.01%
+13,604
1324
$487K ﹤0.01%
13,843
+1,207
1325
$487K ﹤0.01%
24,804
+516
51 52
53
54 55