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
2026
$52K ﹤0.01%
13,429
+21
2027
$52K ﹤0.01%
773
-100
2028
$52K ﹤0.01%
+10,345
2029
$52K ﹤0.01%
20,304
-1,169
2030
$51K ﹤0.01%
23,415
+2,120
2031
$51K ﹤0.01%
+12,840
2032
$50K ﹤0.01%
15,319
+2,111
2033
$50K ﹤0.01%
13,027
2034
$50K ﹤0.01%
1,429
+215
2035
$49K ﹤0.01%
+1,932
2036
$48K ﹤0.01%
10,452
+313
2037
$48K ﹤0.01%
5,001
2038
$47K ﹤0.01%
16,549
+3,100
2039
$47K ﹤0.01%
+18,360
2040
$47K ﹤0.01%
13,019
+561
2041
$46K ﹤0.01%
15,602
+14,663
2042
$45K ﹤0.01%
14,238
+584
2043
$45K ﹤0.01%
11,668
+310
2044
$45K ﹤0.01%
2,981
2045
$44K ﹤0.01%
+11,599
2046
$44K ﹤0.01%
+11,764
2047
$44K ﹤0.01%
1,972
+6
2048
$43K ﹤0.01%
+946
2049
$42K ﹤0.01%
26,302
+721
2050
$42K ﹤0.01%
+14,102
80 81
82
83 84