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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,976
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$139M
3
+$132M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$90.4M

Top Sells

1
+$20.2M
2
+$8.46M
3
+$7.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.12M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.64M

Sector Composition

1 Financials 5.2%
2 Energy 5.01%
3 Technology 3.76%
4 Healthcare 2.35%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$38K ﹤0.01%
+3,000
2627
$38K ﹤0.01%
2,809
2628
$38K ﹤0.01%
+1,500
2629
$38K ﹤0.01%
551
2630
$38K ﹤0.01%
1,507
2631
$38K ﹤0.01%
+30,100
2632
$38K ﹤0.01%
25,715
-10,135
2633
$38K ﹤0.01%
1,500
2634
$38K ﹤0.01%
30,050
2635
$38K ﹤0.01%
17,793
+1,200
2636
$38K ﹤0.01%
1,671
-989
2637
$38K ﹤0.01%
1,700
2638
$37K ﹤0.01%
403
-223
2639
$37K ﹤0.01%
1,171
+28
2640
$37K ﹤0.01%
1,006
2641
$37K ﹤0.01%
603
2642
$37K ﹤0.01%
15,022
2643
$37K ﹤0.01%
3,500
+2,000
2644
$37K ﹤0.01%
1,803
2645
$37K ﹤0.01%
672
+127
2646
$37K ﹤0.01%
3,054
+2,004
2647
$37K ﹤0.01%
900
-36
2648
$37K ﹤0.01%
2,119
+570
2649
$37K ﹤0.01%
5,680
+320
2650
$37K ﹤0.01%
+500
104 105
106
107 108