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
2001
$65K ﹤0.01%
+289
2002
$64K ﹤0.01%
14,775
+75
2003
$62K ﹤0.01%
12,921
-3,084
2004
$62K ﹤0.01%
16,443
-5,456
2005
$62K ﹤0.01%
16,814
2006
$61K ﹤0.01%
+15,523
2007
$61K ﹤0.01%
14,840
2008
$61K ﹤0.01%
25,000
2009
$61K ﹤0.01%
17,781
2010
$60K ﹤0.01%
24,950
+738
2011
$60K ﹤0.01%
4,302
+166
2012
$60K ﹤0.01%
+12,131
2013
$60K ﹤0.01%
18,164
+660
2014
$59K ﹤0.01%
10,000
2015
$59K ﹤0.01%
13,621
+1,001
2016
$59K ﹤0.01%
+11,503
2017
$59K ﹤0.01%
12,921
+2,136
2018
$59K ﹤0.01%
68
2019
$58K ﹤0.01%
+2,015
2020
$57K ﹤0.01%
14,623
-4,196
2021
$57K ﹤0.01%
88
+33
2022
$53K ﹤0.01%
506
-1,377
2023
$53K ﹤0.01%
+14,646
2024
$53K ﹤0.01%
35,015
-27,504
2025
$52K ﹤0.01%
6,901
79 80
81
82 83