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
$45.3B
AUM Growth
+$7.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$479M
3
+$212M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$153M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$144M

Top Sells

1
+$223M
2
+$59M
3
+$47M
4
AAPL icon
Apple
AAPL
+$44.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$36.5M

Sector Composition

1 Technology 5.25%
2 Financials 3.29%
3 Consumer Discretionary 2.4%
4 Healthcare 1.74%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$92K ﹤0.01%
11,696
-2,556
1977
$90K ﹤0.01%
10,613
-12
1978
$88K ﹤0.01%
17,067
-5,007
1979
$88K ﹤0.01%
3,471
-626
1980
$85K ﹤0.01%
+581
1981
$85K ﹤0.01%
21,400
-5,504
1982
– –
0
1983
$83K ﹤0.01%
14,796
+110
1984
$83K ﹤0.01%
20,212
-749
1985
$83K ﹤0.01%
7,515
-45
1986
$81K ﹤0.01%
30,233
+20,000
1987
$78K ﹤0.01%
14
1988
$77K ﹤0.01%
4,663
-119
1989
$76K ﹤0.01%
+10,502
1990
$75K ﹤0.01%
68,850
1991
$75K ﹤0.01%
5,000
1992
$75K ﹤0.01%
19,360
+1,604
1993
$74K ﹤0.01%
+10,908
1994
$73K ﹤0.01%
10,030
1995
$73K ﹤0.01%
194
-6
1996
$73K ﹤0.01%
+12
1997
$72K ﹤0.01%
29,736
+1,400
1998
$71K ﹤0.01%
12,449
-24,916
1999
$70K ﹤0.01%
10,000
2000
$69K ﹤0.01%
3,233
+1,732
78 79
80
81 82