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
$90.2B
AUM Growth
+$36.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,971
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$341M
3
+$259M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$196M

Top Sells

1
+$493M
2
+$152M
3
+$88.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$63.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.9M

Sector Composition

1 Technology 5.38%
2 Financials 3.1%
3 Consumer Discretionary 1.77%
4 Healthcare 1.77%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$477K ﹤0.01%
1,587
+89
1877
$477K ﹤0.01%
+3,627
1878
$476K ﹤0.01%
+5,004
1879
$476K ﹤0.01%
9,587
+366
1880
$476K ﹤0.01%
7,396
+345
1881
$476K ﹤0.01%
9,656
+2,236
1882
$476K ﹤0.01%
12,074
+1,867
1883
$476K ﹤0.01%
+18,599
1884
$475K ﹤0.01%
15,988
+541
1885
$473K ﹤0.01%
7,149
+1,725
1886
$472K ﹤0.01%
2,343
+81
1887
$472K ﹤0.01%
25,161
-547
1888
$471K ﹤0.01%
+13,334
1889
$471K ﹤0.01%
13,466
+196
1890
$471K ﹤0.01%
8,285
+524
1891
$471K ﹤0.01%
5,270
+1,609
1892
$469K ﹤0.01%
6,882
+263
1893
$469K ﹤0.01%
7,912
+1,821
1894
$467K ﹤0.01%
9,058
-2,642
1895
$466K ﹤0.01%
14,850
+136
1896
$465K ﹤0.01%
5,396
+1,404
1897
$465K ﹤0.01%
5,396
+2,509
1898
$465K ﹤0.01%
+29,212
1899
$465K ﹤0.01%
56,050
-1,132
1900
$464K ﹤0.01%
7,515
+2,070
74 75
76
77 78