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
1676
$271K ﹤0.01%
1,721
+500
1677
$271K ﹤0.01%
1,165
-191
1678
$271K ﹤0.01%
3,815
-1,764
1679
$270K ﹤0.01%
6,836
+1,541
1680
$270K ﹤0.01%
10,995
1681
$270K ﹤0.01%
5,484
1682
$270K ﹤0.01%
5,650
+330
1683
$270K ﹤0.01%
5,263
-118
1684
$269K ﹤0.01%
+9,106
1685
$268K ﹤0.01%
7,678
+6,855
1686
$268K ﹤0.01%
+15,232
1687
$268K ﹤0.01%
39,051
+51
1688
$267K ﹤0.01%
949
+30
1689
$267K ﹤0.01%
5,681
+33
1690
$267K ﹤0.01%
13,040
+2,573
1691
$266K ﹤0.01%
3,477
+550
1692
$265K ﹤0.01%
12,348
-2,818
1693
$263K ﹤0.01%
9,212
-270
1694
$263K ﹤0.01%
11,875
-16
1695
$262K ﹤0.01%
7,679
+533
1696
$262K ﹤0.01%
6,125
+1,565
1697
$262K ﹤0.01%
8,470
-98
1698
$261K ﹤0.01%
50,929
+9,125
1699
$261K ﹤0.01%
5,519
-2,562
1700
$261K ﹤0.01%
7,782
-783
66 67
68
69 70