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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
3676
$8K ﹤0.01%
1,000
3677
$8K ﹤0.01%
898
3678
$8K ﹤0.01%
380
3679
$8K ﹤0.01%
500
3680
$8K ﹤0.01%
1,200
3681
$8K ﹤0.01%
+300
3682
$8K ﹤0.01%
1,800
3683
$8K ﹤0.01%
300
3684
$8K ﹤0.01%
1,645
3685
$8K ﹤0.01%
5,305
+1,585
3686
$8K ﹤0.01%
1,000
3687
$8K ﹤0.01%
+512
3688
$7K ﹤0.01%
+287
3689
$7K ﹤0.01%
100
3690
$7K ﹤0.01%
507
3691
$7K ﹤0.01%
30
3692
$7K ﹤0.01%
265
3693
$7K ﹤0.01%
146
3694
$7K ﹤0.01%
+22
3695
$7K ﹤0.01%
1,275
+179
3696
$7K ﹤0.01%
282
-3,000
3697
$7K ﹤0.01%
571
-649
3698
$7K ﹤0.01%
525
3699
$7K ﹤0.01%
157
3700
$7K ﹤0.01%
400
146 147
148
149 150