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
1451
$382K ﹤0.01%
55,339
-4,661
1452
$381K ﹤0.01%
4,216
+958
1453
$381K ﹤0.01%
19,553
-16,198
1454
$380K ﹤0.01%
11,854
-72
1455
$379K ﹤0.01%
5,546
+1,066
1456
$378K ﹤0.01%
+6,000
1457
$378K ﹤0.01%
10,268
+903
1458
$377K ﹤0.01%
3,237
+250
1459
$377K ﹤0.01%
12,018
+265
1460
$374K ﹤0.01%
36,229
-24,330
1461
$373K ﹤0.01%
19,896
+82
1462
$372K ﹤0.01%
+4,103
1463
$372K ﹤0.01%
8,784
+4,512
1464
$372K ﹤0.01%
9,208
1465
$370K ﹤0.01%
1,793
-6
1466
$369K ﹤0.01%
7,674
-2,102
1467
$368K ﹤0.01%
18,174
+5,114
1468
$368K ﹤0.01%
+15,403
1469
$368K ﹤0.01%
2,525
+1,146
1470
$368K ﹤0.01%
5,086
+4
1471
$367K ﹤0.01%
3,466
+280
1472
$367K ﹤0.01%
21,790
+5,655
1473
$365K ﹤0.01%
3,404
+162
1474
$364K ﹤0.01%
7,545
+7,382
1475
$364K ﹤0.01%
10,544
-49
57 58
59
60 61