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
$45.3B
AUM Growth
+$7.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$479M
3
+$212M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$153M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$144M

Top Sells

1
+$223M
2
+$59M
3
+$47M
4
AAPL icon
Apple
AAPL
+$44.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$36.5M

Sector Composition

1 Technology 5.25%
2 Financials 3.29%
3 Consumer Discretionary 2.4%
4 Healthcare 1.74%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$459K ﹤0.01%
1,600
-972
1352
$457K ﹤0.01%
10,287
-4,059
1353
$454K ﹤0.01%
9,861
+174
1354
$453K ﹤0.01%
17,574
+3,890
1355
$453K ﹤0.01%
29,472
+2,719
1356
$453K ﹤0.01%
8,416
+1,115
1357
$450K ﹤0.01%
114,989
+14,342
1358
$449K ﹤0.01%
5,079
-3,040
1359
$448K ﹤0.01%
4,335
+678
1360
$448K ﹤0.01%
7,371
-156
1361
$446K ﹤0.01%
10,052
+855
1362
$445K ﹤0.01%
4,635
+100
1363
$445K ﹤0.01%
4,474
-2,855
1364
$444K ﹤0.01%
3,695
+1
1365
$443K ﹤0.01%
28,085
+1,293
1366
$443K ﹤0.01%
12,749
+255
1367
$440K ﹤0.01%
3,413
1368
$440K ﹤0.01%
22,347
+2,942
1369
$439K ﹤0.01%
71,066
+15,529
1370
$438K ﹤0.01%
2,828
+187
1371
$437K ﹤0.01%
5,251
+138
1372
$435K ﹤0.01%
7,577
-4,673
1373
$435K ﹤0.01%
38,326
+1,181
1374
$435K ﹤0.01%
16,830
+3,584
1375
$434K ﹤0.01%
52,398
-4,600
53 54
55
56 57