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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$476K ﹤0.01%
5,191
+2,071
1977
$475K ﹤0.01%
+42,669
1978
$474K ﹤0.01%
14,719
+6,508
1979
$474K ﹤0.01%
19,135
+10,697
1980
$473K ﹤0.01%
7,373
+1,255
1981
$471K ﹤0.01%
7,502
+585
1982
$471K ﹤0.01%
5,804
-7
1983
$471K ﹤0.01%
17,317
+9,037
1984
$471K ﹤0.01%
4,977
+1,865
1985
$470K ﹤0.01%
19,853
-4,018
1986
$468K ﹤0.01%
5,046
+1,000
1987
$467K ﹤0.01%
+8,859
1988
$467K ﹤0.01%
2,481
+82
1989
$466K ﹤0.01%
5,035
-2,531
1990
$466K ﹤0.01%
38,635
+28,253
1991
$465K ﹤0.01%
22,998
+8,468
1992
$465K ﹤0.01%
7,608
+1,926
1993
$465K ﹤0.01%
+147
1994
$464K ﹤0.01%
3,906
+1,680
1995
$462K ﹤0.01%
+18,082
1996
$462K ﹤0.01%
5,681
+2,803
1997
$461K ﹤0.01%
5,721
+653
1998
$461K ﹤0.01%
22,205
+2,156
1999
$461K ﹤0.01%
11,307
+4,256
2000
$460K ﹤0.01%
4,867
+176
78 79
80
81 82