Creative Planning Portfolio holdings
AUM
$117B
1-Year Return
13.67%
This Quarter Return
-6.34%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$57.8B
AUM Growth
-$2.88B
(-4.7%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
45.44%
Holding
2,380
New
187
Increased
1,128
Reduced
743
Closed
151
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$151M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$98M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$81.7M |
| 4 |
Charles Schwab
SCHW
|
$77.9M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$72.8M |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Financials | 2.9% |
| 3 | Consumer Discretionary | 1.73% |
| 4 | Healthcare | 1.64% |
| 5 | Consumer Staples | 1.24% |
