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
$12.8B
AUM Growth
+$672M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,702
New
Increased
Reduced
Closed

Top Buys

1
+$91.4M
2
+$90.4M
3
+$80.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$78.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$65.2M

Top Sells

1
+$63.1M
2
+$54.9M
3
+$46.8M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$39.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$24M

Sector Composition

1 Energy 5.06%
2 Financials 4.77%
3 Technology 3.48%
4 Communication Services 2.43%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3651
$4K ﹤0.01%
450
3652
$4K ﹤0.01%
+300
3653
$4K ﹤0.01%
92
-59
3654
$4K ﹤0.01%
+317
3655
$3K ﹤0.01%
+27
3656
$3K ﹤0.01%
1,875
3657
$3K ﹤0.01%
135
+5
3658
$3K ﹤0.01%
400
3659
$3K ﹤0.01%
3,000
3660
$3K ﹤0.01%
97
3661
$3K ﹤0.01%
500
3662
$3K ﹤0.01%
+200
3663
$3K ﹤0.01%
2,000
3664
$3K ﹤0.01%
1,000
3665
$3K ﹤0.01%
+200
3666
$3K ﹤0.01%
+2
3667
$3K ﹤0.01%
92
+70
3668
$3K ﹤0.01%
67
3669
$3K ﹤0.01%
300
-800
3670
$3K ﹤0.01%
217
-4,957
3671
$3K ﹤0.01%
+266
3672
$3K ﹤0.01%
22
-100
3673
$3K ﹤0.01%
113
-84
3674
$3K ﹤0.01%
+400
3675
$3K ﹤0.01%
172
145 146
147
148 149