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
1976
$421K ﹤0.01%
10,938
+3,162
1977
$421K ﹤0.01%
11,741
-403
1978
$421K ﹤0.01%
+8,510
1979
$420K ﹤0.01%
1,918
-576
1980
$420K ﹤0.01%
4,355
+1,173
1981
$420K ﹤0.01%
4,788
+270
1982
$419K ﹤0.01%
13,086
-9,647
1983
$419K ﹤0.01%
6,494
+2,880
1984
$419K ﹤0.01%
4,558
+1,630
1985
$418K ﹤0.01%
3,264
+369
1986
$418K ﹤0.01%
13,356
+5,908
1987
$417K ﹤0.01%
+14,210
1988
$417K ﹤0.01%
+44,821
1989
$417K ﹤0.01%
2,152
+85
1990
$416K ﹤0.01%
2,761
+450
1991
$416K ﹤0.01%
17,785
+3,614
1992
$416K ﹤0.01%
11,967
+888
1993
$416K ﹤0.01%
26,157
1994
$414K ﹤0.01%
18,711
+4,543
1995
$414K ﹤0.01%
4,561
+2,346
1996
$412K ﹤0.01%
874
+67
1997
$412K ﹤0.01%
3,663
+50
1998
$411K ﹤0.01%
6,896
+596
1999
$410K ﹤0.01%
6,917
+161
2000
$409K ﹤0.01%
9,471
+3,709
78 79
80
81 82