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
2626
$8.29K ﹤0.01%
+1,870
2627
$8.21K ﹤0.01%
13,690
-1,000
2628
$8.19K ﹤0.01%
+104
2629
$8.18K ﹤0.01%
+1,000
2630
$8K ﹤0.01%
+66
2631
$8K ﹤0.01%
10,000
2632
$7.89K ﹤0.01%
+45
2633
$7.83K ﹤0.01%
+200
2634
$7.78K ﹤0.01%
+2,125
2635
$7.74K ﹤0.01%
45
2636
$7.65K ﹤0.01%
+772
2637
$7.64K ﹤0.01%
+184
2638
$7.51K ﹤0.01%
+402
2639
$7.49K ﹤0.01%
+18,045
2640
$7.38K ﹤0.01%
+362
2641
$7.04K ﹤0.01%
14,165
-31,665
2642
$6.81K ﹤0.01%
1,685
+460
2643
$6.8K ﹤0.01%
+215
2644
$6.76K ﹤0.01%
+125
2645
$6.68K ﹤0.01%
+112
2646
$6.53K ﹤0.01%
+150
2647
$6.5K ﹤0.01%
+120
2648
$6.46K ﹤0.01%
321
-11,242
2649
$6.4K ﹤0.01%
+85
2650
$6.31K ﹤0.01%
+215
104 105
106
107 108