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
1376
$442K ﹤0.01%
25,661
+1,108
1377
$441K ﹤0.01%
32,407
+2,167
1378
$440K ﹤0.01%
5,443
+220
1379
$439K ﹤0.01%
9,622
+101
1380
$439K ﹤0.01%
4,766
+429
1381
$437K ﹤0.01%
8,117
-6,269
1382
$437K ﹤0.01%
+4,869
1383
$437K ﹤0.01%
9,533
+1,522
1384
$436K ﹤0.01%
+277,521
1385
$435K ﹤0.01%
+84,411
1386
$435K ﹤0.01%
5,856
+1,278
1387
$434K ﹤0.01%
32,164
+4,439
1388
$431K ﹤0.01%
+14,350
1389
$431K ﹤0.01%
2,347
+247
1390
$430K ﹤0.01%
22,597
1391
$427K ﹤0.01%
128,146
+72,861
1392
$427K ﹤0.01%
2,818
+1,360
1393
$426K ﹤0.01%
9,599
-1,500
1394
$425K ﹤0.01%
5,429
+111
1395
$425K ﹤0.01%
17,535
+989
1396
$424K ﹤0.01%
7,151
+1,702
1397
$423K ﹤0.01%
1,654
+469
1398
$423K ﹤0.01%
14,894
-6,176
1399
$423K ﹤0.01%
22,176
+2,887
1400
$422K ﹤0.01%
3,650
+189
54 55
56
57 58