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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
2826
$29K ﹤0.01%
1,541
+522
2827
$29K ﹤0.01%
812
-1,306
2828
$29K ﹤0.01%
600
+100
2829
$28K ﹤0.01%
141
-26
2830
$28K ﹤0.01%
850
+750
2831
$28K ﹤0.01%
400
2832
$28K ﹤0.01%
2,004
-896
2833
$28K ﹤0.01%
4,000
2834
$28K ﹤0.01%
1,986
2835
$28K ﹤0.01%
+1,650
2836
$28K ﹤0.01%
700
2837
$28K ﹤0.01%
759
2838
$28K ﹤0.01%
505
+44
2839
$28K ﹤0.01%
600
-100
2840
$28K ﹤0.01%
610
+306
2841
$28K ﹤0.01%
286
2842
$28K ﹤0.01%
900
2843
$28K ﹤0.01%
1,849
2844
$28K ﹤0.01%
493
2845
$28K ﹤0.01%
450
2846
$28K ﹤0.01%
662
2847
$28K ﹤0.01%
1,256
+469
2848
$28K ﹤0.01%
400
2849
$28K ﹤0.01%
1,430
+1,030
2850
$28K ﹤0.01%
1,273
112 113
114
115 116