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
3876
$5K ﹤0.01%
93
3877
$5K ﹤0.01%
135
3878
$5K ﹤0.01%
91
-500
3879
$5K ﹤0.01%
200
-93
3880
$5K ﹤0.01%
+1,000
3881
$5K ﹤0.01%
120
+20
3882
$5K ﹤0.01%
156
+40
3883
$5K ﹤0.01%
183
+7
3884
$5K ﹤0.01%
80
3885
$5K ﹤0.01%
184
-29
3886
$5K ﹤0.01%
300
3887
$5K ﹤0.01%
100
3888
$5K ﹤0.01%
600
+500
3889
$5K ﹤0.01%
90
3890
$5K ﹤0.01%
400
-300
3891
$5K ﹤0.01%
+262
3892
$5K ﹤0.01%
175
3893
$5K ﹤0.01%
404
3894
$5K ﹤0.01%
+930
3895
$5K ﹤0.01%
413
-2,245
3896
$5K ﹤0.01%
346
3897
$5K ﹤0.01%
53
+43
3898
$5K ﹤0.01%
385
3899
$5K ﹤0.01%
150
3900
$5K ﹤0.01%
375
154 155
156
157 158