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
2051
$42K ﹤0.01%
2,057
+568
2052
$41K ﹤0.01%
11,212
-1,910
2053
$41K ﹤0.01%
17,627
+4,400
2054
$41K ﹤0.01%
11,346
+1,006
2055
$41K ﹤0.01%
3
2056
$40K ﹤0.01%
12,950
2057
$39K ﹤0.01%
15,787
+2,083
2058
$39K ﹤0.01%
12,079
2059
$39K ﹤0.01%
1,229
2060
$38K ﹤0.01%
+562
2061
$37K ﹤0.01%
+14,667
2062
$35K ﹤0.01%
13,372
-5,326
2063
$34K ﹤0.01%
+98
2064
$34K ﹤0.01%
3,544
-156
2065
$33K ﹤0.01%
+10,755
2066
$32K ﹤0.01%
769
2067
$32K ﹤0.01%
175
+2
2068
$31K ﹤0.01%
12,295
-14,425
2069
$31K ﹤0.01%
11,270
2070
$31K ﹤0.01%
13,954
2071
$30K ﹤0.01%
23,850
+100
2072
$30K ﹤0.01%
1,567
+22
2073
$30K ﹤0.01%
2,072
-1,320
2074
$29K ﹤0.01%
12,500
+2,500
2075
$28K ﹤0.01%
21,048
81 82
83
84 85