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
$45.3B
AUM Growth
+$7.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$479M
3
+$212M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$153M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$144M

Top Sells

1
+$223M
2
+$59M
3
+$47M
4
AAPL icon
Apple
AAPL
+$44.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$36.5M

Sector Composition

1 Technology 5.25%
2 Financials 3.29%
3 Consumer Discretionary 2.4%
4 Healthcare 1.74%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$48K ﹤0.01%
11,800
2027
$48K ﹤0.01%
746
+375
2028
$47K ﹤0.01%
17,881
2029
$47K ﹤0.01%
19,711
-166,726
2030
$46K ﹤0.01%
13,961
2031
– –
0
2032
$46K ﹤0.01%
17,239
+509
2033
$45K ﹤0.01%
10,079
2034
$45K ﹤0.01%
+20,663
2035
$44K ﹤0.01%
+15
2036
$44K ﹤0.01%
23
-190
2037
$44K ﹤0.01%
17,880
2038
$44K ﹤0.01%
10,000
2039
$43K ﹤0.01%
14,078
+1,328
2040
$43K ﹤0.01%
1,200
2041
$41K ﹤0.01%
15,001
+1
2042
$40K ﹤0.01%
17,705
+400
2043
$39K ﹤0.01%
56,932
+4,373
2044
$39K ﹤0.01%
324,997
-157
2045
$36K ﹤0.01%
+22
2046
$36K ﹤0.01%
+1,613
2047
$36K ﹤0.01%
40,100
2048
$36K ﹤0.01%
1,020
-1,000
2049
$35K ﹤0.01%
20,470
+370
2050
$35K ﹤0.01%
11,285
-13,794
80 81
82
83 84