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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
4051
$3K ﹤0.01%
+89
4052
$3K ﹤0.01%
125
4053
$3K ﹤0.01%
165
4054
$3K ﹤0.01%
88
4055
$3K ﹤0.01%
400
+100
4056
$3K ﹤0.01%
+84
4057
$3K ﹤0.01%
150
-951
4058
$3K ﹤0.01%
87
4059
$3K ﹤0.01%
988
-500
4060
$3K ﹤0.01%
13
-2,268
4061
$3K ﹤0.01%
192
-500
4062
$3K ﹤0.01%
4,750
-7,350
4063
$3K ﹤0.01%
10
4064
$3K ﹤0.01%
25
4065
$3K ﹤0.01%
200
4066
$3K ﹤0.01%
100
4067
$3K ﹤0.01%
945
+645
4068
$3K ﹤0.01%
+200
4069
$3K ﹤0.01%
182
-500
4070
$3K ﹤0.01%
450
4071
$3K ﹤0.01%
64
4072
$3K ﹤0.01%
262
4073
$3K ﹤0.01%
182
4074
$3K ﹤0.01%
18
4075
$3K ﹤0.01%
27
161 162
163
164 165