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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
3376
$13K ﹤0.01%
580
+300
3377
$13K ﹤0.01%
900
3378
$13K ﹤0.01%
2,040
-45
3379
$13K ﹤0.01%
1,200
+1,000
3380
$13K ﹤0.01%
7,433
+3,800
3381
$13K ﹤0.01%
468
+298
3382
$13K ﹤0.01%
1,000
-100
3383
$13K ﹤0.01%
4,706
-3,400
3384
$13K ﹤0.01%
892
3385
$13K ﹤0.01%
+548
3386
$13K ﹤0.01%
1,933
-89
3387
$13K ﹤0.01%
573
+300
3388
$13K ﹤0.01%
1,543
3389
$13K ﹤0.01%
237
3390
$12K ﹤0.01%
225
-732
3391
$12K ﹤0.01%
343
3392
$12K ﹤0.01%
649
3393
$12K ﹤0.01%
+267
3394
$12K ﹤0.01%
572
+268
3395
$12K ﹤0.01%
3,740
3396
$12K ﹤0.01%
702
3397
$12K ﹤0.01%
200
-1,724
3398
$12K ﹤0.01%
188
-90
3399
$12K ﹤0.01%
500
3400
$12K ﹤0.01%
308
134 135
136
137 138