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
1426
$408K ﹤0.01%
5,501
-115
1427
$407K ﹤0.01%
15,798
+4,579
1428
$405K ﹤0.01%
10,609
+4,388
1429
$405K ﹤0.01%
8,400
1430
$404K ﹤0.01%
19,400
1431
$401K ﹤0.01%
22,109
-2,808
1432
$401K ﹤0.01%
311
+46
1433
$401K ﹤0.01%
9,365
-421
1434
$401K ﹤0.01%
15,326
-3,444
1435
$399K ﹤0.01%
11,245
+537
1436
$399K ﹤0.01%
104,696
-17,895
1437
$397K ﹤0.01%
87,799
+41,507
1438
$397K ﹤0.01%
9,075
+32
1439
$396K ﹤0.01%
21,623
+2,584
1440
$393K ﹤0.01%
62,558
-21,601
1441
$393K ﹤0.01%
16,332
+4,016
1442
$393K ﹤0.01%
9,203
+3,981
1443
$392K ﹤0.01%
8,555
+3,143
1444
$390K ﹤0.01%
+12,992
1445
$389K ﹤0.01%
1,695
+91
1446
$388K ﹤0.01%
7,544
-8,455
1447
$388K ﹤0.01%
15,584
+4,336
1448
$387K ﹤0.01%
19,566
+257
1449
$386K ﹤0.01%
39,422
+2,621
1450
$383K ﹤0.01%
38,644
+25,706
56 57
58
59 60