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
1751
$242K ﹤0.01%
3,809
-430
1752
$242K ﹤0.01%
10,028
+1,022
1753
$241K ﹤0.01%
26,853
+1
1754
$241K ﹤0.01%
16,760
+4,046
1755
$240K ﹤0.01%
2,510
+79
1756
$240K ﹤0.01%
2,331
1757
$240K ﹤0.01%
2,162
+3
1758
$238K ﹤0.01%
4,260
+18
1759
$238K ﹤0.01%
1,574
+8
1760
$238K ﹤0.01%
4,093
-1,736
1761
$237K ﹤0.01%
13,133
+2,471
1762
$237K ﹤0.01%
26,496
+5,853
1763
$236K ﹤0.01%
+3,700
1764
$236K ﹤0.01%
1,510
+1,469
1765
$236K ﹤0.01%
14,269
1766
$236K ﹤0.01%
6,625
-1,591
1767
$236K ﹤0.01%
10,416
+1,460
1768
$236K ﹤0.01%
4,480
+47
1769
$235K ﹤0.01%
+3,688
1770
$235K ﹤0.01%
28,149
-1,920
1771
$235K ﹤0.01%
10,172
1772
$235K ﹤0.01%
17,809
+789
1773
$235K ﹤0.01%
+4,919
1774
$235K ﹤0.01%
4,674
+101
1775
$234K ﹤0.01%
5,500
-2,159
69 70
71
72 73