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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
3426
$12K ﹤0.01%
20,652
3427
$12K ﹤0.01%
1,000
3428
$12K ﹤0.01%
860
3429
$12K ﹤0.01%
254
-254
3430
$12K ﹤0.01%
500
3431
$12K ﹤0.01%
1,088
+122
3432
$12K ﹤0.01%
4,400
-1,200
3433
$12K ﹤0.01%
286
+51
3434
$12K ﹤0.01%
7,500
3435
$12K ﹤0.01%
488
3436
$12K ﹤0.01%
+350
3437
$12K ﹤0.01%
655
+535
3438
$12K ﹤0.01%
1,002
3439
$12K ﹤0.01%
300
+100
3440
$12K ﹤0.01%
365
3441
$12K ﹤0.01%
4,000
3442
$11K ﹤0.01%
+471
3443
$11K ﹤0.01%
348
3444
$11K ﹤0.01%
700
3445
$11K ﹤0.01%
332
+1
3446
$11K ﹤0.01%
86
3447
$11K ﹤0.01%
1,123
3448
$11K ﹤0.01%
344
-43
3449
$11K ﹤0.01%
125
3450
$11K ﹤0.01%
512
+510
136 137
138
139 140