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
$12.8B
AUM Growth
+$672M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,702
New
Increased
Reduced
Closed

Top Buys

1 +$91.4M
2 +$90.4M
3 +$80.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$78.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$65.2M

Top Sells

1 +$63.1M
2 +$54.9M
3 +$46.8M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$39.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$24M

Sector Composition

1 Energy 5.06%
2 Financials 4.77%
3 Technology 3.48%
4 Communication Services 2.43%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$2K ﹤0.01%
646
+46
3902
$2K ﹤0.01%
173
3903
$2K ﹤0.01%
+200
3904
$1K ﹤0.01%
133
3905
$1K ﹤0.01%
15
3906
$1K ﹤0.01%
+200
3907
$1K ﹤0.01%
14
3908
$1K ﹤0.01%
2,000
3909
$1K ﹤0.01%
28
3910
$1K ﹤0.01%
79
+73
3911
$1K ﹤0.01%
+1,066
3912
$1K ﹤0.01%
50
-60
3913
$1K ﹤0.01%
60
3914
$1K ﹤0.01%
43
3915
$1K ﹤0.01%
15
3916
$1K ﹤0.01%
100
3917
$1K ﹤0.01%
600
3918
$1K ﹤0.01%
500
3919
$1K ﹤0.01%
13
3920
$1K ﹤0.01%
285
3921
$1K ﹤0.01%
100
3922
$1K ﹤0.01%
70
3923
$1K ﹤0.01%
+13
3924
$1K ﹤0.01%
102
3925
$1K ﹤0.01%
75