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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$991K ﹤0.01%
55,504
1402
$990K ﹤0.01%
19,708
-13,147
1403
$985K ﹤0.01%
191,639
+8,409
1404
$984K ﹤0.01%
9,739
-2,818
1405
$982K ﹤0.01%
25,159
+6,037
1406
$982K ﹤0.01%
23,158
-1,580
1407
$979K ﹤0.01%
68,208
+12,499
1408
$975K ﹤0.01%
10,614
+2,103
1409
$975K ﹤0.01%
82,304
-1,006
1410
$975K ﹤0.01%
42,577
-1,986
1411
$974K ﹤0.01%
11,825
+524
1412
$974K ﹤0.01%
+56,275
1413
$973K ﹤0.01%
175,953
+139,842
1414
$972K ﹤0.01%
11,707
-163
1415
$971K ﹤0.01%
9,696
+4,692
1416
$967K ﹤0.01%
9,371
+2,999
1417
$966K ﹤0.01%
2,536
+1,091
1418
$966K ﹤0.01%
44,287
-49,225
1419
$963K ﹤0.01%
9,351
+1,342
1420
$962K ﹤0.01%
28,524
+3,628
1421
$961K ﹤0.01%
49,390
-1,205
1422
$960K ﹤0.01%
7,518
+1,807
1423
$958K ﹤0.01%
13,067
-47
1424
$957K ﹤0.01%
119,201
+30,151
1425
$955K ﹤0.01%
20,630
+301
55 56
57
58 59