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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
3626
$8K ﹤0.01%
700
3627
$8K ﹤0.01%
285
3628
$8K ﹤0.01%
203
-402
3629
$8K ﹤0.01%
+194
3630
$8K ﹤0.01%
295
3631
$8K ﹤0.01%
353
-800
3632
$8K ﹤0.01%
700
3633
$8K ﹤0.01%
227
-1,316
3634
$8K ﹤0.01%
1,350
3635
$8K ﹤0.01%
525
3636
$8K ﹤0.01%
300
3637
$8K ﹤0.01%
1,641
3638
$8K ﹤0.01%
1,175
+500
3639
$8K ﹤0.01%
115
+79
3640
$8K ﹤0.01%
261
-553
3641
$8K ﹤0.01%
205
3642
$8K ﹤0.01%
250
3643
$8K ﹤0.01%
660
+4
3644
$8K ﹤0.01%
+750
3645
$8K ﹤0.01%
+600
3646
$8K ﹤0.01%
1,091
3647
$8K ﹤0.01%
71
-12
3648
$8K ﹤0.01%
91
-60
3649
$8K ﹤0.01%
44
3650
$8K ﹤0.01%
+200
144 145
146
147 148