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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
3301
$14K ﹤0.01%
1,010
3302
$14K ﹤0.01%
+180
3303
$14K ﹤0.01%
850
+150
3304
$14K ﹤0.01%
1,000
3305
$14K ﹤0.01%
300
3306
$14K ﹤0.01%
363
+156
3307
$14K ﹤0.01%
1,400
3308
$14K ﹤0.01%
+543
3309
$14K ﹤0.01%
1,120
3310
$14K ﹤0.01%
279
+86
3311
$14K ﹤0.01%
3,000
3312
$14K ﹤0.01%
+506
3313
$14K ﹤0.01%
402
+2
3314
$14K ﹤0.01%
5,012
-40
3315
$14K ﹤0.01%
223
3316
$14K ﹤0.01%
+228
3317
$14K ﹤0.01%
501
3318
$14K ﹤0.01%
2,500
3319
$14K ﹤0.01%
400
3320
$14K ﹤0.01%
99
-295
3321
$14K ﹤0.01%
923
3322
$14K ﹤0.01%
1,500
3323
$14K ﹤0.01%
+616
3324
$14K ﹤0.01%
448
+334
3325
$14K ﹤0.01%
190
-200
131 132
133
134 135