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
2126
$13K ﹤0.01%
11,700
2127
$13K ﹤0.01%
16,531
2128
$12K ﹤0.01%
17,976
2129
$12K ﹤0.01%
448
+67
2130
$12K ﹤0.01%
52
2131
$12K ﹤0.01%
+10,356
2132
$11K ﹤0.01%
19
2133
$11K ﹤0.01%
+211
2134
$10K ﹤0.01%
7
2135
$10K ﹤0.01%
13
2136
$10K ﹤0.01%
36
2137
$10K ﹤0.01%
10,000
2138
$9K ﹤0.01%
+17,500
2139
$9K ﹤0.01%
1,988
+11
2140
$9K ﹤0.01%
23,011
+5,000
2141
$8K ﹤0.01%
1
2142
$8K ﹤0.01%
588
2143
$8K ﹤0.01%
1,365
-778
2144
$7K ﹤0.01%
350
-9
2145
$7K ﹤0.01%
+14
2146
$7K ﹤0.01%
+1,063
2147
$7K ﹤0.01%
174
2148
$7K ﹤0.01%
10,000
2149
$7K ﹤0.01%
20,000
2150
$7K ﹤0.01%
+110
84 85
86
87 88