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
1651
$648K ﹤0.01%
33,593
+5,206
1652
$648K ﹤0.01%
19,664
+3,229
1653
$648K ﹤0.01%
6,247
-19
1654
$647K ﹤0.01%
25,259
-360
1655
$644K ﹤0.01%
26,330
+4,440
1656
$643K ﹤0.01%
19,025
+4,854
1657
$643K ﹤0.01%
+24,847
1658
$642K ﹤0.01%
23,840
+40
1659
$641K ﹤0.01%
4,239
+16
1660
$641K ﹤0.01%
1,010
+51
1661
$641K ﹤0.01%
31,365
+1,550
1662
$640K ﹤0.01%
9,074
+630
1663
$640K ﹤0.01%
80,397
-14,572
1664
$638K ﹤0.01%
8,835
-1,280
1665
$638K ﹤0.01%
8,796
+3,089
1666
$636K ﹤0.01%
+4,424
1667
$636K ﹤0.01%
28,551
+6,838
1668
$635K ﹤0.01%
8,400
-302
1669
$635K ﹤0.01%
16,239
+1,060
1670
$634K ﹤0.01%
21,360
-308
1671
$634K ﹤0.01%
42,659
-1,413
1672
$634K ﹤0.01%
20,332
+41
1673
$633K ﹤0.01%
34,353
+11,212
1674
$633K ﹤0.01%
15,424
+527
1675
$633K ﹤0.01%
2,871
+376
65 66
67
68 69