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
1551
$323K ﹤0.01%
25,359
1552
$322K ﹤0.01%
12,804
-3,240
1553
$321K ﹤0.01%
6,059
-1,409
1554
$321K ﹤0.01%
15,633
-585
1555
$321K ﹤0.01%
4,912
-36
1556
$320K ﹤0.01%
143,069
+66,546
1557
$320K ﹤0.01%
4,593
+265
1558
$320K ﹤0.01%
3,692
+528
1559
$319K ﹤0.01%
5,482
+1,251
1560
$319K ﹤0.01%
8,114
+380
1561
$319K ﹤0.01%
18,318
+363
1562
$318K ﹤0.01%
8,468
+320
1563
$317K ﹤0.01%
10,012
+696
1564
$317K ﹤0.01%
30,207
+1,744
1565
$316K ﹤0.01%
11,008
1566
$316K ﹤0.01%
25,368
+2,164
1567
$315K ﹤0.01%
+11,109
1568
$314K ﹤0.01%
19,368
-1,418
1569
$314K ﹤0.01%
3,935
-363
1570
$314K ﹤0.01%
6,266
-37,796
1571
$314K ﹤0.01%
6,791
-418
1572
$312K ﹤0.01%
13,180
1573
$312K ﹤0.01%
11,860
+2,883
1574
$312K ﹤0.01%
+13,102
1575
$312K ﹤0.01%
9,059
+395
61 62
63
64 65