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
2526
$28.5K ﹤0.01%
+1,562
2527
$28.5K ﹤0.01%
10,184
+7
2528
$28.4K ﹤0.01%
+15,980
2529
$28.3K ﹤0.01%
10,936
-100
2530
$28.1K ﹤0.01%
+2,000
2531
$27.6K ﹤0.01%
+1,199
2532
$27.1K ﹤0.01%
+578
2533
$27.1K ﹤0.01%
+511
2534
$27.1K ﹤0.01%
+957
2535
$26.9K ﹤0.01%
+1,301
2536
$26.8K ﹤0.01%
7,063
+2,500
2537
$26.7K ﹤0.01%
+1,400
2538
$26.5K ﹤0.01%
365
2539
$26.3K ﹤0.01%
+12,397
2540
$26K ﹤0.01%
21,816
+2,807
2541
$25.7K ﹤0.01%
+340
2542
$25.2K ﹤0.01%
10,397
-542
2543
$25K ﹤0.01%
16,228
+5,189
2544
$24.9K ﹤0.01%
+1,400
2545
$24.5K ﹤0.01%
40,520
-57,128
2546
$24.5K ﹤0.01%
+500
2547
$24.4K ﹤0.01%
+771
2548
$24.2K ﹤0.01%
11,768
+836
2549
$24.2K ﹤0.01%
+1,667
2550
$23.7K ﹤0.01%
+718
100 101
102
103 104