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
$90.2B
AUM Growth
+$36.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,971
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$341M
3
+$259M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$196M

Top Sells

1
+$493M
2
+$152M
3
+$88.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$63.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.9M

Sector Composition

1 Technology 5.38%
2 Financials 3.1%
3 Consumer Discretionary 1.77%
4 Healthcare 1.77%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$394K ﹤0.01%
6,384
+637
2027
$394K ﹤0.01%
11,286
+1,343
2028
$393K ﹤0.01%
2,183
-44,172
2029
$392K ﹤0.01%
7,493
-3,499
2030
$390K ﹤0.01%
6,360
-1,223
2031
$390K ﹤0.01%
47,766
+2,860
2032
$389K ﹤0.01%
6,118
-92
2033
$389K ﹤0.01%
31,356
+612
2034
$389K ﹤0.01%
325
+3
2035
$388K ﹤0.01%
28,083
+7,829
2036
$386K ﹤0.01%
9,057
-62
2037
$386K ﹤0.01%
24,792
2038
$385K ﹤0.01%
17,690
-707
2039
$384K ﹤0.01%
3,777
2040
$384K ﹤0.01%
44,272
+5,446
2041
$383K ﹤0.01%
2,652
-250
2042
$383K ﹤0.01%
28,689
-2,599
2043
$383K ﹤0.01%
14,550
+3,781
2044
$383K ﹤0.01%
7,737
+2,829
2045
$382K ﹤0.01%
11,008
2046
$381K ﹤0.01%
21,000
2047
$381K ﹤0.01%
1,621
+362
2048
$380K ﹤0.01%
5,146
+599
2049
$378K ﹤0.01%
6,814
-368
2050
$378K ﹤0.01%
22,893
+2,180
80 81
82
83 84