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
$74.9B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,970
New
Increased
Reduced
Closed

Top Buys

1
+$405M
2
+$133M
3
+$124M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$117M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$83.8M

Top Sells

1
+$79.7M
2
+$62.6M
3
+$54.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$44.6M
5
AMLP icon
Alerian MLP ETF
AMLP
+$30.2M

Sector Composition

1 Technology 5.24%
2 Financials 2.99%
3 Healthcare 1.83%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$44.4K ﹤0.01%
933
+68
2477
$44.2K ﹤0.01%
+5,865
2478
$43.3K ﹤0.01%
21,550
2479
$42.8K ﹤0.01%
24,910
2480
$42.7K ﹤0.01%
35,007
2481
$42.4K ﹤0.01%
50,000
2482
$41.8K ﹤0.01%
+18,342
2483
$41.8K ﹤0.01%
2,128
+662
2484
$41.8K ﹤0.01%
+4,983
2485
$40.5K ﹤0.01%
13,080
2486
$40.2K ﹤0.01%
+473
2487
$40.2K ﹤0.01%
14,666
+1,137
2488
$40.1K ﹤0.01%
+3,951
2489
$40K ﹤0.01%
21,295
2490
$39.6K ﹤0.01%
14,667
2491
$39.5K ﹤0.01%
+10,844
2492
$38.8K ﹤0.01%
20,214
-834
2493
$38.4K ﹤0.01%
2,088
+59
2494
$38.4K ﹤0.01%
14,543
-240
2495
$38.1K ﹤0.01%
+1,200
2496
$37.7K ﹤0.01%
13,764
+2,000
2497
$37K ﹤0.01%
+35,925
2498
$36.7K ﹤0.01%
+10,641
2499
$36.3K ﹤0.01%
+975
2500
$35.6K ﹤0.01%
28,070
+8,541
98 99
100
101 102