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
3851
$5K ﹤0.01%
2,000
3852
$5K ﹤0.01%
150
+10
3853
$5K ﹤0.01%
496
-2
3854
$5K ﹤0.01%
+1,400
3855
$5K ﹤0.01%
135
-3,488
3856
$5K ﹤0.01%
200
3857
$5K ﹤0.01%
72
+12
3858
$5K ﹤0.01%
+300
3859
$5K ﹤0.01%
+140
3860
$5K ﹤0.01%
200
3861
$5K ﹤0.01%
400
3862
$5K ﹤0.01%
+680
3863
$5K ﹤0.01%
277
+144
3864
$5K ﹤0.01%
+172
3865
$5K ﹤0.01%
350
-1,100
3866
$5K ﹤0.01%
5
-1
3867
$5K ﹤0.01%
6
3868
$5K ﹤0.01%
550
3869
$5K ﹤0.01%
1,179
3870
$5K ﹤0.01%
300
3871
$5K ﹤0.01%
195
3872
$5K ﹤0.01%
270
3873
$5K ﹤0.01%
358
-481
3874
$5K ﹤0.01%
+276
3875
$5K ﹤0.01%
240
-61
153 154
155
156 157