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
1826
$214K ﹤0.01%
4,692
+360
1827
$214K ﹤0.01%
3,929
+3,481
1828
$213K ﹤0.01%
6,214
+585
1829
$213K ﹤0.01%
15,577
+2,292
1830
$212K ﹤0.01%
30,398
+13,296
1831
$212K ﹤0.01%
8,424
+1,095
1832
$212K ﹤0.01%
1,459
1833
$212K ﹤0.01%
17,448
1834
$211K ﹤0.01%
+3,990
1835
$211K ﹤0.01%
2,853
1836
$210K ﹤0.01%
+2,929
1837
$210K ﹤0.01%
10,633
1838
$210K ﹤0.01%
+2,908
1839
$210K ﹤0.01%
4,126
+63
1840
$209K ﹤0.01%
+551
1841
$209K ﹤0.01%
17,249
+3,379
1842
$209K ﹤0.01%
6,506
+6,499
1843
$209K ﹤0.01%
3,601
+262
1844
$209K ﹤0.01%
+2,626
1845
$208K ﹤0.01%
6,098
-3,422
1846
$208K ﹤0.01%
+3,140
1847
$208K ﹤0.01%
7,075
+295
1848
$208K ﹤0.01%
9,357
+200
1849
$208K ﹤0.01%
6,304
+256
1850
$207K ﹤0.01%
+3,531
72 73
74
75 76