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
1851
$207K ﹤0.01%
61,413
+864
1852
$207K ﹤0.01%
+2,489
1853
$206K ﹤0.01%
+1,843
1854
$206K ﹤0.01%
1,951
+33
1855
$206K ﹤0.01%
13,908
+3,346
1856
$206K ﹤0.01%
7,805
-3,427
1857
$205K ﹤0.01%
+6,246
1858
$205K ﹤0.01%
+9,014
1859
$205K ﹤0.01%
9,063
+540
1860
$204K ﹤0.01%
1,401
-60
1861
$204K ﹤0.01%
4,466
+106
1862
$204K ﹤0.01%
+9,304
1863
$204K ﹤0.01%
5,734
-4,494
1864
$204K ﹤0.01%
8,407
-343
1865
$203K ﹤0.01%
4,144
+601
1866
$203K ﹤0.01%
3,007
+279
1867
$203K ﹤0.01%
+11,159
1868
$203K ﹤0.01%
+1,634
1869
$203K ﹤0.01%
+3,348
1870
$202K ﹤0.01%
6,048
+305
1871
$201K ﹤0.01%
2,057
+50
1872
$201K ﹤0.01%
+18,155
1873
$200K ﹤0.01%
14,231
+3,523
1874
$200K ﹤0.01%
24,479
+12,727
1875
$200K ﹤0.01%
10,143
+10,066
73 74
75
76 77