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
1476
$363K ﹤0.01%
13,235
+1,953
1477
$362K ﹤0.01%
25,181
1478
$362K ﹤0.01%
77,000
+1,000
1479
$362K ﹤0.01%
24,498
-88
1480
$361K ﹤0.01%
10,340
-83
1481
$361K ﹤0.01%
4,841
+1,728
1482
$360K ﹤0.01%
35,915
+2,700
1483
$360K ﹤0.01%
16,249
1484
$360K ﹤0.01%
12,634
+8,978
1485
$360K ﹤0.01%
7,772
+385
1486
$360K ﹤0.01%
4,142
-422
1487
$360K ﹤0.01%
7,190
-417
1488
$360K ﹤0.01%
5,745
+421
1489
$359K ﹤0.01%
6,900
1490
$358K ﹤0.01%
18,581
-1,820
1491
$358K ﹤0.01%
29,913
+29,213
1492
$357K ﹤0.01%
5,640
+98
1493
$357K ﹤0.01%
4,340
+1
1494
$355K ﹤0.01%
5,848
+101
1495
$355K ﹤0.01%
15,633
+5,542
1496
$354K ﹤0.01%
10,434
+2,079
1497
$353K ﹤0.01%
71,855
+6,225
1498
$353K ﹤0.01%
10,767
+10,741
1499
$352K ﹤0.01%
2,594
+210
1500
$352K ﹤0.01%
5,508
+231
58 59
60
61 62