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
$93.6B
AUM Growth
+$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$626M
2
+$324M
3
+$279M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$184M
5
NVDA icon
NVIDIA
NVDA
+$118M

Top Sells

1
+$343M
2
+$92.4M
3
+$62.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.4M

Sector Composition

1 Technology 6.3%
2 Financials 2.97%
3 Healthcare 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$287K ﹤0.01%
52,731
-4,994
2377
$286K ﹤0.01%
11,999
-7,986
2378
$286K ﹤0.01%
14,775
+2,057
2379
$286K ﹤0.01%
13,307
+633
2380
$286K ﹤0.01%
+4,625
2381
$285K ﹤0.01%
18,010
+7,736
2382
$284K ﹤0.01%
9,418
+5,685
2383
$284K ﹤0.01%
+2,656
2384
$284K ﹤0.01%
4,797
+312
2385
$283K ﹤0.01%
5,008
+367
2386
$283K ﹤0.01%
2,733
-3,102
2387
$283K ﹤0.01%
4,202
+51
2388
$282K ﹤0.01%
+24,000
2389
$282K ﹤0.01%
+8,528
2390
$282K ﹤0.01%
10,325
+222
2391
$282K ﹤0.01%
+5,230
2392
$282K ﹤0.01%
+547
2393
$281K ﹤0.01%
3,304
-7,134
2394
$281K ﹤0.01%
+7,612
2395
$281K ﹤0.01%
24,024
+8,715
2396
$281K ﹤0.01%
29,285
+6
2397
$280K ﹤0.01%
32,956
+594
2398
$280K ﹤0.01%
+29,566
2399
$280K ﹤0.01%
+6,442
2400
$280K ﹤0.01%
12,190
+7,067
94 95
96
97 98