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
1901
$22K ﹤0.01%
27,396
+8,470
1902
$22K ﹤0.01%
1,010
1903
$22K ﹤0.01%
+442
1904
$22K ﹤0.01%
2,656
+121
1905
$20K ﹤0.01%
3,333
-2
1906
$20K ﹤0.01%
52
+4
1907
$19K ﹤0.01%
+10,233
1908
$19K ﹤0.01%
+13,709
1909
$19K ﹤0.01%
3
1910
$18K ﹤0.01%
672
1911
$18K ﹤0.01%
40,100
1912
$18K ﹤0.01%
1,530
+267
1913
$17K ﹤0.01%
1,183
1914
$17K ﹤0.01%
+1,041
1915
$17K ﹤0.01%
17,881
+100
1916
$14K ﹤0.01%
1,683
1917
$14K ﹤0.01%
120
+7
1918
$13K ﹤0.01%
20,819
-200
1919
$13K ﹤0.01%
340
-60
1920
$11K ﹤0.01%
21,800
-800
1921
$10K ﹤0.01%
1,208
+166
1922
$10K ﹤0.01%
+4,020
1923
$9K ﹤0.01%
+9
1924
$9K ﹤0.01%
+371
1925
$7K ﹤0.01%
+278
75 76
77
78 79