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
1301
$1.05M ﹤0.01%
3,988
+1,123
1302
$1.05M ﹤0.01%
22,461
-185
1303
$1.05M ﹤0.01%
6,115
-160
1304
$1.05M ﹤0.01%
10,996
-864
1305
$1.05M ﹤0.01%
52,641
+2,835
1306
$1.05M ﹤0.01%
15,193
+5,624
1307
$1.05M ﹤0.01%
8,113
+1,697
1308
$1.05M ﹤0.01%
5,259
-4,647
1309
$1.04M ﹤0.01%
3,274
+1,349
1310
$1.04M ﹤0.01%
16,782
+2,845
1311
$1.04M ﹤0.01%
36,695
+19,700
1312
$1.04M ﹤0.01%
15,469
+1,540
1313
$1.04M ﹤0.01%
58,835
+20,058
1314
$1.04M ﹤0.01%
6,202
+3,582
1315
$1.04M ﹤0.01%
40,965
+11,519
1316
$1.04M ﹤0.01%
17,078
+403
1317
$1.04M ﹤0.01%
27,003
+8,673
1318
$1.03M ﹤0.01%
12,140
+1,892
1319
$1.03M ﹤0.01%
59,118
+9,114
1320
$1.03M ﹤0.01%
11,506
-36,159
1321
$1.03M ﹤0.01%
27,312
+14,532
1322
$1.03M ﹤0.01%
48,864
-8,610
1323
$1.02M ﹤0.01%
10,744
+2,668
1324
$1.02M ﹤0.01%
24,738
-234
1325
$1.02M ﹤0.01%
11,870
+5,743
51 52
53
54 55