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
1976
$84K ﹤0.01%
36,025
1977
$83K ﹤0.01%
18,597
+18,097
1978
$83K ﹤0.01%
21,400
1979
$82K ﹤0.01%
19,517
-1,591
1980
$81K ﹤0.01%
+18,220
1981
$81K ﹤0.01%
+11,380
1982
$80K ﹤0.01%
35,047
+14,296
1983
$77K ﹤0.01%
+10,357
1984
$77K ﹤0.01%
+12,614
1985
$76K ﹤0.01%
16,564
-998
1986
$76K ﹤0.01%
11,500
+1
1987
$75K ﹤0.01%
11,440
+440
1988
$75K ﹤0.01%
+10,523
1989
$74K ﹤0.01%
47,715
+14,628
1990
$73K ﹤0.01%
48,969
+26,999
1991
$72K ﹤0.01%
+10,500
1992
$71K ﹤0.01%
1,474
+133
1993
$70K ﹤0.01%
21,550
+1,550
1994
$69K ﹤0.01%
32,389
-1,600
1995
$69K ﹤0.01%
+25,000
1996
$67K ﹤0.01%
16,409
+6,409
1997
$67K ﹤0.01%
4,653
1998
$67K ﹤0.01%
11,306
+155
1999
$67K ﹤0.01%
14,437
+1,200
2000
$65K ﹤0.01%
+2,619
78 79
80
81 82