Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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
4,975
New
Increased
Reduced
Closed

Top Buys

1 +$147M
2 +$142M
3 +$133M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$91.6M

Top Sells

1 +$21M
2 +$8.58M
3 +$6.78M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.72M

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
3576
$9K ﹤0.01%
+400
3577
$9K ﹤0.01%
1,053
+460
3578
$9K ﹤0.01%
9
3579
$9K ﹤0.01%
1,055
+84
3580
$9K ﹤0.01%
1,313
3581
$9K ﹤0.01%
236
3582
$9K ﹤0.01%
200
3583
$9K ﹤0.01%
200
3584
$9K ﹤0.01%
104
3585
$9K ﹤0.01%
+257
3586
$9K ﹤0.01%
600
3587
$9K ﹤0.01%
400
3588
$9K ﹤0.01%
256
3589
$9K ﹤0.01%
153
3590
$9K ﹤0.01%
202
3591
$9K ﹤0.01%
208
+123
3592
$9K ﹤0.01%
100
-125
3593
$9K ﹤0.01%
175
-3,941
3594
$9K ﹤0.01%
188
-508
3595
$9K ﹤0.01%
661
3596
$9K ﹤0.01%
397
-429
3597
$9K ﹤0.01%
+83
3598
$9K ﹤0.01%
400
-113
3599
$9K ﹤0.01%
15,812
3600
$9K ﹤0.01%
+110