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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$444K ﹤0.01%
18,930
+2,644
2027
$443K ﹤0.01%
19,841
+1,131
2028
$443K ﹤0.01%
10,058
-880
2029
$443K ﹤0.01%
+21,946
2030
$443K ﹤0.01%
25,166
+9,469
2031
$442K ﹤0.01%
20,204
+48
2032
$441K ﹤0.01%
1,002
+128
2033
$441K ﹤0.01%
10,796
+88
2034
$440K ﹤0.01%
8,120
+31
2035
$439K ﹤0.01%
36,188
+12,486
2036
$439K ﹤0.01%
7,959
+3,025
2037
$438K ﹤0.01%
29,597
+6,639
2038
$438K ﹤0.01%
12,068
-3,119
2039
$437K ﹤0.01%
66,824
+36,241
2040
$437K ﹤0.01%
9,579
-21,403
2041
$436K ﹤0.01%
9,053
+4,890
2042
$436K ﹤0.01%
8,564
+4,832
2043
$435K ﹤0.01%
6,559
+131
2044
$434K ﹤0.01%
5,121
+333
2045
$433K ﹤0.01%
45,000
2046
$433K ﹤0.01%
11,257
-1,310
2047
$433K ﹤0.01%
2,436
+43
2048
$432K ﹤0.01%
12,964
+2,394
2049
$431K ﹤0.01%
7,526
+336
2050
$431K ﹤0.01%
8,732
+2,905
80 81
82
83 84