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
$90.2B
AUM Growth
+$36.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,971
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$341M
3
+$259M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$196M

Top Sells

1
+$493M
2
+$152M
3
+$88.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$63.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.9M

Sector Composition

1 Technology 5.38%
2 Financials 3.1%
3 Consumer Discretionary 1.77%
4 Healthcare 1.77%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$678K ﹤0.01%
2,227
-289
1627
$678K ﹤0.01%
26,743
-6,627
1628
$678K ﹤0.01%
28,762
+3,046
1629
$676K ﹤0.01%
28,486
+5,798
1630
$674K ﹤0.01%
60,400
-11,677
1631
$671K ﹤0.01%
54,818
+38,755
1632
$671K ﹤0.01%
14,422
+234
1633
$671K ﹤0.01%
17,447
+3,843
1634
$669K ﹤0.01%
24,823
-883
1635
$664K ﹤0.01%
14,688
+278
1636
$664K ﹤0.01%
18,723
1637
$662K ﹤0.01%
8,070
+4
1638
$661K ﹤0.01%
14,196
+570
1639
$661K ﹤0.01%
3,835
+2,014
1640
$660K ﹤0.01%
15,686
-78
1641
$656K ﹤0.01%
22,909
-4,408
1642
$654K ﹤0.01%
2,554
+53
1643
$654K ﹤0.01%
270,043
+50
1644
$653K ﹤0.01%
18,591
+5,508
1645
$653K ﹤0.01%
22,397
+5,733
1646
$652K ﹤0.01%
13,700
+4,206
1647
$652K ﹤0.01%
24,375
+11,082
1648
$651K ﹤0.01%
33,767
+3,919
1649
$649K ﹤0.01%
4,220
-544
1650
$649K ﹤0.01%
5,257
+753
64 65
66
67 68