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
1526
$249K ﹤0.01%
29,525
+10,542
1527
$249K ﹤0.01%
2,196
-4
1528
$249K ﹤0.01%
+17,700
1529
$248K ﹤0.01%
3,995
-549
1530
$248K ﹤0.01%
+4,820
1531
$248K ﹤0.01%
+22,920
1532
$247K ﹤0.01%
3,257
-84
1533
$246K ﹤0.01%
37,100
-3,120
1534
$246K ﹤0.01%
+15,387
1535
$246K ﹤0.01%
28,729
+2,564
1536
$246K ﹤0.01%
154,859
1537
$245K ﹤0.01%
+7,469
1538
$245K ﹤0.01%
+2,930
1539
$244K ﹤0.01%
+2,388
1540
$244K ﹤0.01%
13,684
+3,183
1541
$244K ﹤0.01%
+7,527
1542
$243K ﹤0.01%
8,064
+681
1543
$243K ﹤0.01%
2,952
+13
1544
$243K ﹤0.01%
43,449
+25,033
1545
$243K ﹤0.01%
+7,877
1546
$242K ﹤0.01%
+7,295
1547
$240K ﹤0.01%
+19,219
1548
$239K ﹤0.01%
25,212
-735
1549
$239K ﹤0.01%
3,657
-6,057
1550
$239K ﹤0.01%
1,407
+7
60 61
62
63 64