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
1651
$281K ﹤0.01%
12,619
-4,016
1652
$280K ﹤0.01%
12,561
-3,029
1653
$280K ﹤0.01%
9,606
-4,715
1654
$279K ﹤0.01%
13,640
+3,073
1655
$279K ﹤0.01%
19,330
-244
1656
$279K ﹤0.01%
7,428
1657
$278K ﹤0.01%
18,093
+289
1658
$277K ﹤0.01%
12,418
+1,002
1659
$277K ﹤0.01%
7,077
+1,153
1660
$277K ﹤0.01%
28,790
+160
1661
$276K ﹤0.01%
15,837
1662
$275K ﹤0.01%
15,695
+1,158
1663
$275K ﹤0.01%
12,800
+2,808
1664
$275K ﹤0.01%
20,231
+6,586
1665
$275K ﹤0.01%
7,134
-1,239
1666
$274K ﹤0.01%
12,526
-1,076
1667
$274K ﹤0.01%
+5,593
1668
$273K ﹤0.01%
46,583
+32,424
1669
$273K ﹤0.01%
6,143
+6,004
1670
$273K ﹤0.01%
4,456
-120,269
1671
$272K ﹤0.01%
6,014
+83
1672
$272K ﹤0.01%
+4,365
1673
$272K ﹤0.01%
8,609
+3,861
1674
$272K ﹤0.01%
2,840
+106
1675
$271K ﹤0.01%
5,899
-6,477
65 66
67
68 69