Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
2,500
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$548M
3
+$369M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$268M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$252M

Top Sells

1
+$379M
2
+$260M
3
+$176M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$169M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$56.6M

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
2176
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-500
2177
$0 ﹤0.01%
+1
2178
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-3,991
2179
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-15
2180
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-5,675
2181
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-1,032
2182
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-10,030
2183
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-300
2184
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-100
2185
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-86
2186
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-5,678
2187
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-15,900
2188
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-1,191
2189
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-102
2190
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-10,000
2191
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-10
2192
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-590
2193
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-107,645
2194
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2195
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-2,700
2196
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2197
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-149
2198
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-10,000
2199
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-60
2200
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-27
86 87
88
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