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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$854K ﹤0.01%
45,376
+4,544
1527
$852K ﹤0.01%
15,727
+5,649
1528
$851K ﹤0.01%
5,951
+692
1529
$850K ﹤0.01%
20,338
+4,099
1530
$849K ﹤0.01%
11,005
+153
1531
$849K ﹤0.01%
17,506
-3,091
1532
$849K ﹤0.01%
21,447
+8,260
1533
$848K ﹤0.01%
18,501
+4,079
1534
$848K ﹤0.01%
25,285
+1,146
1535
$848K ﹤0.01%
16,045
+227
1536
$846K ﹤0.01%
15,209
+4,772
1537
$845K ﹤0.01%
9,842
+1,184
1538
$844K ﹤0.01%
26,306
-1,356
1539
$844K ﹤0.01%
12,232
+3,269
1540
$844K ﹤0.01%
12,688
-6
1541
$842K ﹤0.01%
9,648
+1,131
1542
$839K ﹤0.01%
31,892
+7,069
1543
$839K ﹤0.01%
74,135
+368
1544
$837K ﹤0.01%
16,472
+1,003
1545
$837K ﹤0.01%
42,063
+11,836
1546
$837K ﹤0.01%
3,567
+155
1547
$835K ﹤0.01%
15,753
+1,524
1548
$835K ﹤0.01%
110,165
+85,357
1549
$833K ﹤0.01%
46,839
+12,076
1550
$831K ﹤0.01%
5,737
+250
60 61
62
63 64