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
$18.3B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,975
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$142M
3
+$133M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$91.6M

Top Sells

1
+$21M
2
+$8.58M
3
+$6.78M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.72M

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
2651
$37K ﹤0.01%
3,054
+2,004
2652
$37K ﹤0.01%
900
-36
2653
$37K ﹤0.01%
2,119
+570
2654
$37K ﹤0.01%
5,680
+320
2655
$37K ﹤0.01%
+500
2656
$36K ﹤0.01%
+2,138
2657
$36K ﹤0.01%
735
+225
2658
$36K ﹤0.01%
925
+2
2659
$36K ﹤0.01%
3,298
+1,334
2660
$36K ﹤0.01%
1,716
+560
2661
$36K ﹤0.01%
2,212
-5,411
2662
$36K ﹤0.01%
693
+193
2663
$36K ﹤0.01%
+1,300
2664
$36K ﹤0.01%
+5,095
2665
$36K ﹤0.01%
+964
2666
$36K ﹤0.01%
1,935
-78
2667
$36K ﹤0.01%
2,400
-1,800
2668
$36K ﹤0.01%
3,785
2669
$36K ﹤0.01%
5,473
2670
$36K ﹤0.01%
1,139
+164
2671
$36K ﹤0.01%
13,602
2672
$36K ﹤0.01%
+5,000
2673
$36K ﹤0.01%
87,800
+10,000
2674
$36K ﹤0.01%
9,650
+3,400
2675
$36K ﹤0.01%
681
-1,764
105 106
107
108 109