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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
3351
$13K ﹤0.01%
1,500
+1,450
3352
$13K ﹤0.01%
21
3353
$13K ﹤0.01%
606
3354
$13K ﹤0.01%
328
3355
$13K ﹤0.01%
235
3356
$13K ﹤0.01%
200
-100
3357
$13K ﹤0.01%
593
3358
$13K ﹤0.01%
400
3359
$13K ﹤0.01%
278
-49
3360
$13K ﹤0.01%
2,320
3361
$13K ﹤0.01%
478
+174
3362
$13K ﹤0.01%
700
3363
$13K ﹤0.01%
224
-82
3364
$13K ﹤0.01%
+2,000
3365
$13K ﹤0.01%
1,100
3366
$13K ﹤0.01%
225
3367
$13K ﹤0.01%
800
3368
$13K ﹤0.01%
468
+8
3369
$13K ﹤0.01%
1,078
3370
$13K ﹤0.01%
500
-1,100
3371
$13K ﹤0.01%
558
3372
$13K ﹤0.01%
+4,000
3373
$13K ﹤0.01%
368
+208
3374
$13K ﹤0.01%
1,310
+49
3375
$13K ﹤0.01%
1,198
133 134
135
136 137