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
3751
$7K ﹤0.01%
200
3752
$7K ﹤0.01%
300
3753
$7K ﹤0.01%
13,030
3754
$7K ﹤0.01%
963
+462
3755
$7K ﹤0.01%
550
+29
3756
$6K ﹤0.01%
100
3757
$6K ﹤0.01%
500
3758
$6K ﹤0.01%
3,800
+3,300
3759
$6K ﹤0.01%
+197
3760
$6K ﹤0.01%
500
-8,000
3761
$6K ﹤0.01%
781
-500
3762
$6K ﹤0.01%
20
3763
$6K ﹤0.01%
322
3764
$6K ﹤0.01%
575
3765
$6K ﹤0.01%
+475
3766
$6K ﹤0.01%
208
-1,120
3767
$6K ﹤0.01%
+241
3768
$6K ﹤0.01%
252
-29
3769
$6K ﹤0.01%
520
3770
$6K ﹤0.01%
500
3771
$6K ﹤0.01%
+830
3772
$6K ﹤0.01%
208
3773
$6K ﹤0.01%
101
3774
$6K ﹤0.01%
250
3775
$6K ﹤0.01%
500
149 150
151
152 153