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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
+7.28%
1 Year Est. Return
+18.73%
3 Year Est. Return
+48.71%
5 Year Est. Return
+44.71%
10 Year Est. Return
+145.34%
AUM
$38.3B
AUM Growth
+$3.74B
Cap. Flow
+$1.7B
Cap. Flow %
4.44%
Top 10 Hldgs %
48.94%
Holding
2,327
New
317
Increased
1,057
Reduced
555
Closed
188

Sector Composition

Rank Sector Weight
1 Technology 5.73%
2 Financials 3.33%
3 Consumer Discretionary 2.25%
4 Healthcare 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HMY icon
2101
CALL
Harmony Gold Mining
HMY
$9.92B
$1K ﹤0.01%
+1,700
New +$10.1K
IBIO icon
2102
CALL
iBio
IBIO
$71M
$1K ﹤0.01%
+14
New +$20.3K
MA icon
2103
PUT
Mastercard
MA
$477B
$1K ﹤0.01%
600
-1,000
-63% -$325K
MGM icon
2104
CALL
MGM Resorts International
MGM
$11.7B
$1K ﹤0.01%
+100
New +$1.98K
MO icon
2105
CALL
Altria Group
MO
$122B
$1K ﹤0.01%
+100
New +$4.16K
MU icon
2106
CALL
Micron Technology
MU
$1.04T
$1K ﹤0.01%
2,200
-1,100
-33% -$53.2K
NKE icon
2107
CALL
Nike
NKE
$61.9B
$1K ﹤0.01%
+300
New +$32.2K
NWN icon
2108
CALL
Northwest Natural Holdings
NWN
$2.17B
$1K ﹤0.01%
+20,000
New +$1.02M
OXBRW icon
2109
Oxbridge Re Holdings Ltd Warrant
OXBRW
$738K
$1K ﹤0.01%
12,260
RRC icon
2110
CALL
Range Resources
RRC
$9.11B
$1K ﹤0.01%
+1,000
New +$7.25K
SEIC icon
2111
PUT
SEI Investments
SEIC
$11.9B
$1K ﹤0.01%
1,500
SPCE icon
2112
CALL
Virgin Galactic
SPCE
$320M
$1K ﹤0.01%
+30
New +$11.4K
SPG icon
2113
CALL
Simon Property Group
SPG
$74.5B
$1K ﹤0.01%
400
-800
-67% -$52.5K
SPY icon
2114
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1K ﹤0.01%
600
-3,000
-83% -$994K
SQQQ icon
2115
CALL
ProShares UltraPro Short QQQ
SQQQ
$2.21B
$1K ﹤0.01%
3
-5
-63% -$17.4K
STZ icon
2116
CALL
Constellation Brands
STZ
$22.2B
$1K ﹤0.01%
+100
New +$18.2K
TLRY icon
2117
CALL
Tilray
TLRY
$479M
$1K ﹤0.01%
400
+60
+18% +$4.01K
TLT icon
2118
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$1K ﹤0.01%
4,100
+1,800
+78% +$299K
TMUS icon
2119
CALL
T-Mobile US
TMUS
$193B
$1K ﹤0.01%
+100
New +$11.1K
WBA
2120
CALL
DELISTED
Walgreens Boots Alliance
WBA
$1K ﹤0.01%
100
-400
-80% -$15.6K
WGO icon
2121
CALL
Winnebago Industries
WGO
$870M
$1K ﹤0.01%
+100
New +$5.76K
XBI icon
2122
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$1K ﹤0.01%
300
-300
-50% -$33.6K
XLF icon
2123
CALL
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$1K ﹤0.01%
+1,000
New +$24.3K
ZS icon
2124
PUT
Zscaler
ZS
$23B
$1K ﹤0.01%
+1,000
New +$130K
MRO
2125
CALL
DELISTED
Marathon Oil Corporation
MRO
$1K ﹤0.01%
+4,000
New +$21.1K

Similar funds

Creative Planning's Q3 2020 Portfolio in Review

As of Q3 2020, Creative Planning held 2,327 positions worth $38.3B, up 11% from $34.6B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Creative Planning deployed $1.7B of net new capital in Q3 2020, opening 317 new positions and adding to 1,057 existing holdings. Its largest new stake was iShares 10-20 Year Treasury Bond ETF: 87,009 shares worth $14.5M.

By sector, the portfolio is most concentrated in Technology at 5.7% of assets, up from 5.2% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $76.4M trimmed.

  • Creative Planning's largest Q3 2020 buy was iShares 10-20 Year Treasury Bond ETF: 87,009 shares worth $14.5M.
  • Creative Planning added most to Vanguard Total Bond Market in Q3 2020, an estimated $513M increase.
  • Creative Planning's biggest Q3 2020 reduction was Vanguard Total Stock Market ETF, cutting an estimated $76.4M.
  • Creative Planning fully exited Nuveen ESG US Aggregate Bond ETF in Q3 2020, selling an estimated $2.34M.
  • Creative Planning's ten largest holdings make up 49% of its $38.3B portfolio in Q3 2020.
  • Creative Planning opened 317 new positions and closed 188 in Q3 2020.
  • Creative Planning's portfolio value rose 11% quarter-over-quarter to $38.3B.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.