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
1951
$106K ﹤0.01%
13,390
+9
1952
$106K ﹤0.01%
27,113
+16,702
1953
$105K ﹤0.01%
+11,511
1954
$105K ﹤0.01%
+18,276
1955
$105K ﹤0.01%
+11,145
1956
$105K ﹤0.01%
10,072
+9,914
1957
$104K ﹤0.01%
10,639
+458
1958
$102K ﹤0.01%
19,679
+4,968
1959
$100K ﹤0.01%
11,954
-13,112
1960
$100K ﹤0.01%
28,500
+1,000
1961
$99K ﹤0.01%
15,800
+300
1962
$97K ﹤0.01%
14,709
+610
1963
$95K ﹤0.01%
+11,480
1964
$95K ﹤0.01%
47,318
+8,880
1965
$94K ﹤0.01%
4,582
-8
1966
$94K ﹤0.01%
+16,509
1967
$90K ﹤0.01%
26,428
1968
$90K ﹤0.01%
29,288
+2,701
1969
$89K ﹤0.01%
21,301
-6,093
1970
$89K ﹤0.01%
7,067
+4
1971
$88K ﹤0.01%
12,356
1972
$86K ﹤0.01%
23,558
+4,506
1973
$85K ﹤0.01%
6,223
+11
1974
$85K ﹤0.01%
+783
1975
$84K ﹤0.01%
13,890
-20
77 78
79
80 81