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
$38.2B
AUM Growth
+$3.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$510M
2
+$182M
3
+$76.1M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$73.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$69.8M

Top Sells

1
+$77.4M
2
+$50.4M
3
+$48.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$33.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.2M

Sector Composition

1 Technology 5.74%
2 Financials 3.34%
3 Consumer Discretionary 2.26%
4 Healthcare 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$275K ﹤0.01%
2,690
+132
1452
$275K ﹤0.01%
24,345
-1,691
1453
$274K ﹤0.01%
23,460
+2,178
1454
$274K ﹤0.01%
37,736
+2,110
1455
$274K ﹤0.01%
+5,384
1456
$274K ﹤0.01%
+12,684
1457
$273K ﹤0.01%
2,641
-568
1458
$273K ﹤0.01%
+9,269
1459
$272K ﹤0.01%
+12,863
1460
$272K ﹤0.01%
+12,414
1461
$271K ﹤0.01%
16,691
1462
$271K ﹤0.01%
3,176
-3,890
1463
$271K ﹤0.01%
3,308
+40
1464
$271K ﹤0.01%
+37,365
1465
$271K ﹤0.01%
23,200
+1,008
1466
$270K ﹤0.01%
+4,274
1467
$269K ﹤0.01%
6,734
-983
1468
$269K ﹤0.01%
+7,301
1469
$269K ﹤0.01%
53,566
-4,104
1470
$269K ﹤0.01%
1,459
+115
1471
$268K ﹤0.01%
1,651
+372
1472
$268K ﹤0.01%
19,247
1473
$267K ﹤0.01%
16,471
+745
1474
$267K ﹤0.01%
6,322
+130
1475
$266K ﹤0.01%
179
+14
57 58
59
60 61