Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.2B
AUM Growth
+$3.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$513M
2
+$180M
3
+$76.3M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$74M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$71M

Top Sells

1
+$76.4M
2
+$50.6M
3
+$46.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$33.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.3M

Sector Composition

1 Technology 5.74%
2 Financials 3.34%
3 Consumer Discretionary 2.26%
4 Healthcare 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-18,132
2027
– –
-1,429
2028
– –
-5,289
2029
– –
-49,497
2030
– –
-1,817
2031
– –
-5,000
2032
– –
-275
2033
– –
-16,808
2034
– –
-25,185
2035
– –
-12,232
2036
– –
-26,997
2037
– –
-69,843
2038
– –
-12,500
2039
– –
-16,107
2040
– –
-12,573
2041
– –
-10,650
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