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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
2726
$33K ﹤0.01%
971
2727
$33K ﹤0.01%
+630
2728
$33K ﹤0.01%
1,835
+1,071
2729
$33K ﹤0.01%
1,000
-1,433
2730
$33K ﹤0.01%
959
2731
$33K ﹤0.01%
626
-1
2732
$33K ﹤0.01%
2,300
-116
2733
$33K ﹤0.01%
1,114
2734
$33K ﹤0.01%
2,700
2735
$33K ﹤0.01%
2,200
2736
$32K ﹤0.01%
3,058
+28
2737
$32K ﹤0.01%
2,221
-2,000
2738
$32K ﹤0.01%
2,395
-58
2739
$32K ﹤0.01%
726
+103
2740
$32K ﹤0.01%
810
2741
$32K ﹤0.01%
589
-94
2742
$32K ﹤0.01%
5,500
-25,999
2743
$32K ﹤0.01%
2,202
2744
$32K ﹤0.01%
1,613
+1,113
2745
$32K ﹤0.01%
2,324
2746
$32K ﹤0.01%
6,564
-100
2747
$32K ﹤0.01%
1,520
2748
$32K ﹤0.01%
2,252
-580
2749
$32K ﹤0.01%
6,750
-950
2750
$32K ﹤0.01%
2,190
108 109
110
111 112