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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
3151
$17K ﹤0.01%
1,000
-4,000
3152
$17K ﹤0.01%
894
-12
3153
$17K ﹤0.01%
5,715
-343
3154
$17K ﹤0.01%
853
-1,118
3155
$17K ﹤0.01%
374
3156
$17K ﹤0.01%
1,205
-100
3157
$17K ﹤0.01%
928
-622
3158
$17K ﹤0.01%
298
+98
3159
$17K ﹤0.01%
583
+100
3160
$17K ﹤0.01%
350
-2,480
3161
$17K ﹤0.01%
400
3162
$17K ﹤0.01%
1,323
+400
3163
$17K ﹤0.01%
1,200
+1,100
3164
$17K ﹤0.01%
+671
3165
$17K ﹤0.01%
+770
3166
$17K ﹤0.01%
207
-48
3167
$17K ﹤0.01%
2,204
3168
$17K ﹤0.01%
231
+177
3169
$17K ﹤0.01%
308
3170
$17K ﹤0.01%
146
3171
$17K ﹤0.01%
4,575
+3,200
3172
$17K ﹤0.01%
1,363
3173
$17K ﹤0.01%
+692
3174
$17K ﹤0.01%
900
+510
3175
– –
-1
125 126
127
128 129