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
$38.2B
AUM Growth
+$3.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$510M
2
+$182M
3
+$76.1M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$73.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$69.8M

Top Sells

1
+$77.4M
2
+$50.4M
3
+$48.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$33.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.2M

Sector Composition

1 Technology 5.74%
2 Financials 3.33%
3 Consumer Discretionary 2.26%
4 Healthcare 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$71K ﹤0.01%
253,585
+101,782
1827
$69K ﹤0.01%
10,030
1828
$68K ﹤0.01%
+25,263
1829
$68K ﹤0.01%
5,000
1830
$67K ﹤0.01%
16,512
1831
$66K ﹤0.01%
10,230
1832
$65K ﹤0.01%
10,625
+102
1833
$63K ﹤0.01%
11,802
+1,743
1834
$63K ﹤0.01%
14,675
1835
$63K ﹤0.01%
51,590
+14,500
1836
$63K ﹤0.01%
+2,420
1837
$62K ﹤0.01%
47,349
-44,391
1838
$61K ﹤0.01%
10,271
-8,274
1839
$60K ﹤0.01%
+19,992
1840
$59K ﹤0.01%
10,079
+7,879
1841
$59K ﹤0.01%
+10,072
1842
$59K ﹤0.01%
+12,915
1843
$57K ﹤0.01%
17,101
-46,000
1844
$57K ﹤0.01%
17,756
+2,556
1845
$55K ﹤0.01%
12,337
-351
1846
$53K ﹤0.01%
65,594
+1,480
1847
$52K ﹤0.01%
325,154
-7
1848
$50K ﹤0.01%
11,682
-5,050
1849
$50K ﹤0.01%
13,953
+1,300
1850
$48K ﹤0.01%
+13,515
72 73
74
75 76