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
1576
$312K ﹤0.01%
13,042
+927
1577
$312K ﹤0.01%
17,113
+2,900
1578
$312K ﹤0.01%
8,443
+6
1579
$310K ﹤0.01%
52,818
+15,000
1580
$310K ﹤0.01%
23,629
+1,550
1581
$310K ﹤0.01%
5,136
1582
$310K ﹤0.01%
7,974
-100
1583
$309K ﹤0.01%
17,429
-17
1584
$309K ﹤0.01%
5,426
+214
1585
$308K ﹤0.01%
11,149
+926
1586
$308K ﹤0.01%
9,290
-85
1587
$308K ﹤0.01%
4,895
+540
1588
$307K ﹤0.01%
6,666
+906
1589
$306K ﹤0.01%
1,167
+5
1590
$305K ﹤0.01%
26,458
1591
$304K ﹤0.01%
23,587
+49
1592
$304K ﹤0.01%
6,677
+1,589
1593
$304K ﹤0.01%
9,371
+1,542
1594
$303K ﹤0.01%
3,098
-19,454
1595
$303K ﹤0.01%
+8,096
1596
$303K ﹤0.01%
12,074
+5
1597
$302K ﹤0.01%
+10,087
1598
$302K ﹤0.01%
10,695
-1,486
1599
$301K ﹤0.01%
3,360
+212
1600
$301K ﹤0.01%
4,434
+554
62 63
64
65 66