We are live on ! Find out more
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
2876
$27K ﹤0.01%
2,300
-152
2877
$27K ﹤0.01%
262
-100
2878
$27K ﹤0.01%
1,005
-310
2879
$27K ﹤0.01%
8,000
+2,600
2880
$27K ﹤0.01%
415
-98
2881
$27K ﹤0.01%
2,000
2882
$27K ﹤0.01%
950
2883
$27K ﹤0.01%
1,010
+36
2884
$27K ﹤0.01%
346
2885
$27K ﹤0.01%
1,600
2886
$27K ﹤0.01%
1,399
+499
2887
$27K ﹤0.01%
2,200
2888
$27K ﹤0.01%
5,439
+5,275
2889
$27K ﹤0.01%
+1,000
2890
$26K ﹤0.01%
4,384
2891
$26K ﹤0.01%
9,669
+500
2892
$26K ﹤0.01%
517
-36,500
2893
$26K ﹤0.01%
1,375
2894
$26K ﹤0.01%
7,300
2895
$26K ﹤0.01%
+664
2896
$26K ﹤0.01%
2,054
2897
$26K ﹤0.01%
1,400
2898
$26K ﹤0.01%
133
+100
2899
$26K ﹤0.01%
+140
2900
$26K ﹤0.01%
25,275
+5,525
114 115
116
117 118