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
2101
$20K ﹤0.01%
+1,040
2102
$20K ﹤0.01%
14,500
-200
2103
$20K ﹤0.01%
+16,855
2104
$20K ﹤0.01%
+1,030
2105
$19K ﹤0.01%
1,415
+221
2106
$19K ﹤0.01%
567
-114
2107
$19K ﹤0.01%
365
2108
$19K ﹤0.01%
+1,025
2109
$18K ﹤0.01%
2,236
+833
2110
$17K ﹤0.01%
+10,625
2111
$17K ﹤0.01%
930
+165
2112
$16K ﹤0.01%
+1,081
2113
$16K ﹤0.01%
55
2114
$16K ﹤0.01%
+2,000
2115
$16K ﹤0.01%
101
-8
2116
$15K ﹤0.01%
4,604
+2,686
2117
$15K ﹤0.01%
+538
2118
$15K ﹤0.01%
29,745
+1,175
2119
$14K ﹤0.01%
2,479
+1,370
2120
$14K ﹤0.01%
+25,000
2121
$14K ﹤0.01%
+2,080
2122
$14K ﹤0.01%
+10,122
2123
$13K ﹤0.01%
+11,105
2124
$13K ﹤0.01%
1,040
2125
$13K ﹤0.01%
13,342
-5,600
83 84
85
86 87