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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
2676
$35K ﹤0.01%
2,268
2677
$35K ﹤0.01%
1,092
-132
2678
$35K ﹤0.01%
1,017
+144
2679
$35K ﹤0.01%
408
-32
2680
$35K ﹤0.01%
1,447
-173
2681
$35K ﹤0.01%
1,921
2682
$35K ﹤0.01%
775
-100
2683
$35K ﹤0.01%
787
2684
$35K ﹤0.01%
5,495
-1,200
2685
$35K ﹤0.01%
3,400
-2,000
2686
$35K ﹤0.01%
30
+5
2687
$35K ﹤0.01%
12,210
+967
2688
$35K ﹤0.01%
+4,000
2689
$35K ﹤0.01%
7,000
+1,000
2690
$35K ﹤0.01%
3,150
+2,260
2691
$35K ﹤0.01%
1,108
+219
2692
$34K ﹤0.01%
4,576
2693
$34K ﹤0.01%
1,100
-100
2694
$34K ﹤0.01%
1,709
+508
2695
$34K ﹤0.01%
2,389
+1,189
2696
$34K ﹤0.01%
1,060
2697
$34K ﹤0.01%
755
2698
$34K ﹤0.01%
10,125
+2,507
2699
$34K ﹤0.01%
5,000
2700
$34K ﹤0.01%
335
-20
106 107
108
109 110