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
1376
$433K ﹤0.01%
8,627
+2,288
1377
$431K ﹤0.01%
2,341
-32
1378
$431K ﹤0.01%
11,578
-363
1379
$431K ﹤0.01%
6,958
-792
1380
$431K ﹤0.01%
30,958
-26,592
1381
$430K ﹤0.01%
7,465
+636
1382
$429K ﹤0.01%
6,973
-179
1383
$428K ﹤0.01%
5,685
1384
$428K ﹤0.01%
180,000
+10,000
1385
$426K ﹤0.01%
+6,730
1386
$426K ﹤0.01%
9,726
+1,312
1387
$425K ﹤0.01%
+1,414
1388
$424K ﹤0.01%
+11,724
1389
$423K ﹤0.01%
11,985
+722
1390
$423K ﹤0.01%
3,015
-1,628
1391
$422K ﹤0.01%
7,780
+424
1392
$422K ﹤0.01%
20,352
+1,133
1393
$419K ﹤0.01%
14,337
+2
1394
$419K ﹤0.01%
11,955
-7
1395
$418K ﹤0.01%
52,291
-433
1396
$418K ﹤0.01%
5,712
-142
1397
$416K ﹤0.01%
22,441
-2,645
1398
$415K ﹤0.01%
6,435
-499
1399
$414K ﹤0.01%
5
+1
1400
$413K ﹤0.01%
10,185
54 55
56
57 58