Creative Planning Portfolio holdings
AUM
$117B
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
+$57.8B
(-4.7%)
Cap. Flow
+$1.47B
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
45.44%
Holding
2,380
New
187
Increased
1,129
Reduced
746
Closed
151
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$400M |
| 2 |
Vanguard Total Bond Market
BND
|
$202M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$157M |
| 4 |
Tesla
TSLA
|
$138M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$115M |
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% |
