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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
3126
$18K ﹤0.01%
2,500
+1,500
3127
$18K ﹤0.01%
764
3128
$18K ﹤0.01%
2,185
-23,765
3129
$18K ﹤0.01%
308
-17
3130
$18K ﹤0.01%
468
+1
3131
$18K ﹤0.01%
+2,200
3132
$18K ﹤0.01%
500
-307
3133
$18K ﹤0.01%
7,000
+2,100
3134
$18K ﹤0.01%
775
3135
$18K ﹤0.01%
844
-1,556
3136
$18K ﹤0.01%
1,455
3137
$18K ﹤0.01%
622
-248
3138
$18K ﹤0.01%
955
+355
3139
$18K ﹤0.01%
1,000
3140
$18K ﹤0.01%
1,200
3141
$18K ﹤0.01%
6,300
3142
$18K ﹤0.01%
300
3143
$18K ﹤0.01%
1,865
-135
3144
$18K ﹤0.01%
1,603
3145
$18K ﹤0.01%
1,625
3146
$18K ﹤0.01%
111
+101
3147
$18K ﹤0.01%
325
+180
3148
$18K ﹤0.01%
455
3149
$17K ﹤0.01%
300
3150
$17K ﹤0.01%
192
-66
124 125
126
127 128