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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
3176
$17K ﹤0.01%
20
3177
$17K ﹤0.01%
466
+400
3178
$17K ﹤0.01%
663
-600
3179
$17K ﹤0.01%
405
3180
$17K ﹤0.01%
816
3181
$17K ﹤0.01%
568
3182
$17K ﹤0.01%
112
-660
3183
$17K ﹤0.01%
300
-800
3184
$17K ﹤0.01%
1,363
3185
$17K ﹤0.01%
550
3186
$17K ﹤0.01%
673
3187
$17K ﹤0.01%
875
+125
3188
$17K ﹤0.01%
480
-120
3189
$17K ﹤0.01%
231
3190
$17K ﹤0.01%
500
3191
$17K ﹤0.01%
776
3192
$17K ﹤0.01%
+689
3193
$17K ﹤0.01%
1,326
-725
3194
$17K ﹤0.01%
5,500
-3,200
3195
$17K ﹤0.01%
483
-1,310
3196
$17K ﹤0.01%
+484
3197
$17K ﹤0.01%
580
+161
3198
$17K ﹤0.01%
1,023
+722
3199
$17K ﹤0.01%
+720
3200
$17K ﹤0.01%
+2,132
126 127
128
129 130