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
$90.2B
AUM Growth
+$36.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,971
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$341M
3
+$259M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$209M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$196M

Top Sells

1
+$493M
2
+$152M
3
+$88.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$63.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.9M

Sector Composition

1 Technology 5.38%
2 Financials 3.1%
3 Consumer Discretionary 1.77%
4 Healthcare 1.77%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$287K ﹤0.01%
+1,398
2277
$287K ﹤0.01%
16,120
+2,158
2278
$286K ﹤0.01%
+4,151
2279
$286K ﹤0.01%
15,571
+3,028
2280
$286K ﹤0.01%
8,012
-146
2281
$286K ﹤0.01%
+7,940
2282
$286K ﹤0.01%
14,530
+1,619
2283
$286K ﹤0.01%
6,000
2284
$285K ﹤0.01%
3,955
+1,094
2285
$284K ﹤0.01%
5,041
-3,974
2286
$284K ﹤0.01%
90,656
+41,615
2287
$284K ﹤0.01%
6,822
+331
2288
$283K ﹤0.01%
3,112
+282
2289
$283K ﹤0.01%
+4,046
2290
$283K ﹤0.01%
1,747
-3,656
2291
$283K ﹤0.01%
5,271
+235
2292
$283K ﹤0.01%
+8,870
2293
$282K ﹤0.01%
11,596
+3,585
2294
$282K ﹤0.01%
10,265
-375
2295
$282K ﹤0.01%
9,650
+1,224
2296
$282K ﹤0.01%
20,642
+2,444
2297
$281K ﹤0.01%
148,149
+34,714
2298
$281K ﹤0.01%
12,944
-462
2299
$280K ﹤0.01%
16,859
+1,294
2300
$280K ﹤0.01%
8,862
+193
90 91
92
93 94