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
3776
$6K ﹤0.01%
256
+3
3777
$6K ﹤0.01%
10
3778
$6K ﹤0.01%
200
3779
$6K ﹤0.01%
70
-20
3780
$6K ﹤0.01%
13
-1
3781
$6K ﹤0.01%
209
-1,000
3782
$6K ﹤0.01%
200
3783
$6K ﹤0.01%
1,000
3784
$6K ﹤0.01%
500
3785
$6K ﹤0.01%
306
3786
$6K ﹤0.01%
+295
3787
$6K ﹤0.01%
545
+245
3788
$6K ﹤0.01%
100
3789
$6K ﹤0.01%
+100
3790
$6K ﹤0.01%
272
3791
$6K ﹤0.01%
+235
3792
$6K ﹤0.01%
375
3793
$6K ﹤0.01%
50
+12
3794
$6K ﹤0.01%
428
3795
$6K ﹤0.01%
250
3796
$6K ﹤0.01%
500
3797
$6K ﹤0.01%
222
3798
$6K ﹤0.01%
+133
3799
$6K ﹤0.01%
200
3800
$6K ﹤0.01%
380
150 151
152
153 154