Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
2451
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2452
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-7,951
2454
$0 ﹤0.01%
+1
2455
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2456
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-20,419
2457
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-2,660
2458
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-6,189
2459
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2460
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2461
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-7,200
2462
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-2
2463
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-3,718
2464
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-26,038
2465
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-1,050
2466
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-66
2467
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-17,896
2468
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2469
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2470
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-434
2471
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2472
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-5,171
2473
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-15,047
2474
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-2,518
2475
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-660
96 97 98
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100