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
1551
$239K ﹤0.01%
5,541
-253
1552
$239K ﹤0.01%
+772
1553
$239K ﹤0.01%
4,408
-100
1554
$239K ﹤0.01%
4,365
1555
$238K ﹤0.01%
8,059
-584
1556
$237K ﹤0.01%
+8,832
1557
$237K ﹤0.01%
13,706
-423
1558
$236K ﹤0.01%
37,179
+6,559
1559
$236K ﹤0.01%
5,087
1560
$235K ﹤0.01%
+2,584
1561
$234K ﹤0.01%
4,155
+505
1562
$234K ﹤0.01%
4,183
-5,471
1563
$234K ﹤0.01%
+3,150
1564
$234K ﹤0.01%
21,088
-18,463
1565
$234K ﹤0.01%
15,030
1566
$234K ﹤0.01%
+15,000
1567
$234K ﹤0.01%
8,708
-69
1568
$233K ﹤0.01%
8,952
+601
1569
$233K ﹤0.01%
+8,497
1570
$233K ﹤0.01%
20,518
+518
1571
$232K ﹤0.01%
4,507
-4,286
1572
$231K ﹤0.01%
4,557
-1,041
1573
$229K ﹤0.01%
+7,332
1574
$229K ﹤0.01%
12,539
+1,695
1575
$229K ﹤0.01%
13,533
61 62
63
64 65