Creative Planning Portfolio holdings
AUM
$117B
1-Year Return
13.67%
This Quarter Return
+4.67%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$75.1B
AUM Growth
+$5.64B
(+8.1%)
Cap. Flow
+$2.66B
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
2,753
New
209
Increased
1,442
Reduced
747
Closed
223
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$124M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$54.4M |
| 3 |
Alerian MLP ETF
AMLP
|
$26.2M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$22.1M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$21M |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Financials | 2.88% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Healthcare | 1.58% |
| 5 | Consumer Staples | 1.2% |
