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
$12.8B
AUM Growth
+$672M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,702
New
Increased
Reduced
Closed

Top Buys

1
+$91.4M
2
+$90.4M
3
+$80.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$78.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$65.2M

Top Sells

1
+$63.1M
2
+$54.9M
3
+$46.8M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$39.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$24M

Sector Composition

1 Energy 5.06%
2 Financials 4.77%
3 Technology 3.48%
4 Communication Services 2.43%
5 Healthcare 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$54K ﹤0.01%
1,405
-70
2027
$54K ﹤0.01%
1,116
+40
2028
$54K ﹤0.01%
6,140
+4,151
2029
$54K ﹤0.01%
1,975
-2,262
2030
$54K ﹤0.01%
1,370
+2
2031
$54K ﹤0.01%
821
+79
2032
$54K ﹤0.01%
4,551
-3,967
2033
$54K ﹤0.01%
5,350
-1,018
2034
$54K ﹤0.01%
2,600
+50
2035
$54K ﹤0.01%
1,910
-1,422
2036
$54K ﹤0.01%
30,000
2037
$53K ﹤0.01%
9,665
2038
$53K ﹤0.01%
16,950
-1,904
2039
$53K ﹤0.01%
1,577
-490
2040
$53K ﹤0.01%
3,047
2041
$53K ﹤0.01%
3,592
2042
$53K ﹤0.01%
14,085
-835
2043
$53K ﹤0.01%
2,060
-44
2044
$53K ﹤0.01%
+994
2045
$53K ﹤0.01%
+3,983
2046
$53K ﹤0.01%
2,024
-22
2047
$53K ﹤0.01%
4,600
-215
2048
$53K ﹤0.01%
4,883
-55
2049
$53K ﹤0.01%
+2,588
2050
$53K ﹤0.01%
3,269
80 81
82
83 84