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
2676
$4.82K ﹤0.01%
+912
2677
$4.79K ﹤0.01%
+222
2678
$4.76K ﹤0.01%
+306
2679
$4.75K ﹤0.01%
1,075
2680
$4.71K ﹤0.01%
+376
2681
$4.67K ﹤0.01%
+455
2682
$4.62K ﹤0.01%
1,060
2683
$4.6K ﹤0.01%
+265
2684
$4.5K ﹤0.01%
+1,225
2685
$4.4K ﹤0.01%
+2,379
2686
$4.38K ﹤0.01%
+95
2687
$4.27K ﹤0.01%
+226
2688
$4.22K ﹤0.01%
17,976
2689
$4.22K ﹤0.01%
+73
2690
$4.17K ﹤0.01%
+100
2691
$4.13K ﹤0.01%
+2,500
2692
$4.05K ﹤0.01%
310
-16,422
2693
$4.03K ﹤0.01%
+91
2694
$4.01K ﹤0.01%
+105
2695
$3.97K ﹤0.01%
+425
2696
$3.96K ﹤0.01%
384
-33
2697
$3.96K ﹤0.01%
+500
2698
$3.86K ﹤0.01%
+337
2699
$3.8K ﹤0.01%
+181
2700
$3.79K ﹤0.01%
+78
106 107
108
109 110