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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
3276
$15K ﹤0.01%
1,097
-317
3277
$15K ﹤0.01%
425
+92
3278
$15K ﹤0.01%
231
-1,624
3279
$15K ﹤0.01%
592
+388
3280
$15K ﹤0.01%
400
-145
3281
$15K ﹤0.01%
148
+48
3282
$15K ﹤0.01%
331
3283
$15K ﹤0.01%
900
+845
3284
$15K ﹤0.01%
195
3285
$15K ﹤0.01%
11
-1
3286
$15K ﹤0.01%
487
3287
$15K ﹤0.01%
500
-1,000
3288
$15K ﹤0.01%
648
3289
$15K ﹤0.01%
650
3290
$15K ﹤0.01%
865
-543
3291
$15K ﹤0.01%
1,247
+47
3292
$15K ﹤0.01%
600
3293
$15K ﹤0.01%
955
3294
$15K ﹤0.01%
205
+100
3295
$15K ﹤0.01%
2,077
-9,180
3296
$15K ﹤0.01%
250
3297
$14K ﹤0.01%
+489
3298
$14K ﹤0.01%
208
+75
3299
$14K ﹤0.01%
1,000
-12,812
3300
$14K ﹤0.01%
186
130 131
132
133 134