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
$12.8B
AUM Growth
+$672M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,702
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$86.8M
3
+$75.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$61.9M

Top Sells

1
+$57M
2
+$52.1M
3
+$44.3M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$37.2M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$23.9M

Sector Composition

1 Energy 5.06%
2 Financials 4.77%
3 Technology 3.47%
4 Communication Services 2.44%
5 Healthcare 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$16K ﹤0.01%
2,289
-226
2877
$16K ﹤0.01%
874
2878
$16K ﹤0.01%
1,043
-600
2879
$16K ﹤0.01%
2,350
2880
$16K ﹤0.01%
1,073
+3
2881
$16K ﹤0.01%
1,074
+211
2882
$16K ﹤0.01%
1,400
+100
2883
$16K ﹤0.01%
500
2884
$16K ﹤0.01%
753
+22
2885
$16K ﹤0.01%
423
+1
2886
$16K ﹤0.01%
+656
2887
$16K ﹤0.01%
400
-610
2888
$16K ﹤0.01%
301
2889
$16K ﹤0.01%
520
2890
$16K ﹤0.01%
1,799
2891
$16K ﹤0.01%
374
-354
2892
$16K ﹤0.01%
400
2893
$16K ﹤0.01%
1,000
2894
$16K ﹤0.01%
315
+68
2895
$16K ﹤0.01%
1,000
-200
2896
$16K ﹤0.01%
+298
2897
$15K ﹤0.01%
2,500
-750
2898
$15K ﹤0.01%
1,106
-100
2899
$15K ﹤0.01%
25
-13
2900
$15K ﹤0.01%
2,719
114 115
116
117 118