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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
4,976
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$139M
3
+$132M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$90.4M

Top Sells

1
+$20.2M
2
+$8.46M
3
+$7.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.12M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.64M

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
3951
$4K ﹤0.01%
+100
3952
$4K ﹤0.01%
177
-406
3953
$4K ﹤0.01%
216
3954
$4K ﹤0.01%
300
-500
3955
$4K ﹤0.01%
195
-3,179
3956
$4K ﹤0.01%
914
-1,633
3957
$4K ﹤0.01%
120
3958
$4K ﹤0.01%
500
3959
$4K ﹤0.01%
50
+18
3960
$4K ﹤0.01%
250
-500
3961
$4K ﹤0.01%
180
3962
$4K ﹤0.01%
500
3963
$4K ﹤0.01%
331
3964
$4K ﹤0.01%
+160
3965
$4K ﹤0.01%
128
3966
$4K ﹤0.01%
+200
3967
$4K ﹤0.01%
500
3968
$4K ﹤0.01%
200
3969
$4K ﹤0.01%
2,734
3970
$4K ﹤0.01%
157
+150
3971
$4K ﹤0.01%
389
3972
$4K ﹤0.01%
+295
3973
$4K ﹤0.01%
+300
3974
$4K ﹤0.01%
160
3975
$4K ﹤0.01%
767
+614
157 158
159
160 161