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
1351
$973K ﹤0.01%
19,010
+8,629
1352
$972K ﹤0.01%
18,821
-2,620
1353
$969K ﹤0.01%
49,020
-1,917
1354
$968K ﹤0.01%
38,167
+6,495
1355
$966K ﹤0.01%
3,205
+370
1356
$966K ﹤0.01%
20,329
-20,688
1357
$965K ﹤0.01%
22,160
-18,224
1358
$964K ﹤0.01%
20,345
+1,760
1359
$963K ﹤0.01%
16,730
+5,032
1360
$962K ﹤0.01%
12,069
+2,217
1361
$957K ﹤0.01%
20,597
-3,706
1362
$956K ﹤0.01%
30,413
+1,620
1363
$954K ﹤0.01%
21,969
+11,447
1364
$949K ﹤0.01%
45,275
+3,288
1365
$949K ﹤0.01%
10,438
+6,012
1366
$947K ﹤0.01%
16,149
-719
1367
$947K ﹤0.01%
10,852
+665
1368
$943K ﹤0.01%
5,502
+725
1369
$942K ﹤0.01%
14,626
+2,261
1370
$935K ﹤0.01%
18,851
+9,858
1371
$933K ﹤0.01%
13,693
+5,398
1372
$930K ﹤0.01%
13,439
+2,549
1373
$929K ﹤0.01%
41,461
+3,457
1374
$926K ﹤0.01%
4,403
+124
1375
$926K ﹤0.01%
101,821
+41,328
53 54
55
56 57