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
$45.3B
AUM Growth
+$7.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$479M
3
+$212M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$153M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$144M

Top Sells

1
+$223M
2
+$59M
3
+$47M
4
AAPL icon
Apple
AAPL
+$44.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$36.5M

Sector Composition

1 Technology 5.25%
2 Financials 3.29%
3 Consumer Discretionary 2.4%
4 Healthcare 1.74%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$364K ﹤0.01%
25,518
+2,058
1477
$364K ﹤0.01%
15,604
+1,334
1478
$364K ﹤0.01%
+11,736
1479
$363K ﹤0.01%
11,980
-590
1480
$362K ﹤0.01%
+4,765
1481
$361K ﹤0.01%
2,253
+547
1482
$360K ﹤0.01%
6,017
+183
1483
$360K ﹤0.01%
7,838
-1,100
1484
$359K ﹤0.01%
+626
1485
$359K ﹤0.01%
9,552
+2,256
1486
$358K ﹤0.01%
161,390
+6,531
1487
$357K ﹤0.01%
8,424
+108
1488
$356K ﹤0.01%
9,666
+834
1489
$354K ﹤0.01%
24,531
-6,029
1490
$354K ﹤0.01%
+11,002
1491
$354K ﹤0.01%
1,269
-66
1492
$354K ﹤0.01%
10,502
+1,041
1493
$353K ﹤0.01%
+6,884
1494
$353K ﹤0.01%
49,387
1495
$352K ﹤0.01%
604
+58
1496
$352K ﹤0.01%
37,736
1497
$351K ﹤0.01%
24,748
-464
1498
$351K ﹤0.01%
20,023
+1,225
1499
$350K ﹤0.01%
50,396
+8,103
1500
$350K ﹤0.01%
12,722
+309
58 59
60
61 62