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
1326
$487K ﹤0.01%
26,297
-2,561
1327
$485K ﹤0.01%
38,030
+14,083
1328
$484K ﹤0.01%
+11,734
1329
$484K ﹤0.01%
18,160
+7,844
1330
$484K ﹤0.01%
38,777
+14,812
1331
$483K ﹤0.01%
9,959
+2,952
1332
$482K ﹤0.01%
81,629
+30,860
1333
$481K ﹤0.01%
4,034
+810
1334
$481K ﹤0.01%
8,483
+1,294
1335
$481K ﹤0.01%
53,911
-64,599
1336
$481K ﹤0.01%
+3,971
1337
$480K ﹤0.01%
10,493
+899
1338
$480K ﹤0.01%
22,844
+7,753
1339
$478K ﹤0.01%
21,000
1340
$478K ﹤0.01%
29,013
+6,124
1341
$476K ﹤0.01%
89,226
+20,877
1342
$475K ﹤0.01%
11,175
+62
1343
$475K ﹤0.01%
21,144
-3,160
1344
$475K ﹤0.01%
+10,911
1345
$473K ﹤0.01%
2,429
1346
$473K ﹤0.01%
22,862
+2,140
1347
$473K ﹤0.01%
16,546
-12,720
1348
$471K ﹤0.01%
12,729
-29
1349
$470K ﹤0.01%
6,581
+1,161
1350
$470K ﹤0.01%
39,481
+2,207
52 53
54
55 56