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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
4126
$2K ﹤0.01%
+8
4127
$2K ﹤0.01%
100
4128
$2K ﹤0.01%
12
-100
4129
$2K ﹤0.01%
+5
4130
$2K ﹤0.01%
90
+51
4131
$2K ﹤0.01%
206
4132
$2K ﹤0.01%
120
4133
$2K ﹤0.01%
105
+1
4134
$2K ﹤0.01%
+23
4135
– –
0
4136
$2K ﹤0.01%
+283
4137
$2K ﹤0.01%
+100
4138
$2K ﹤0.01%
125
+42
4139
$2K ﹤0.01%
52
4140
$2K ﹤0.01%
5
4141
$2K ﹤0.01%
300
4142
$2K ﹤0.01%
101
-3,339
4143
$2K ﹤0.01%
80
+45
4144
$2K ﹤0.01%
+60
4145
$2K ﹤0.01%
51
-163
4146
$2K ﹤0.01%
246
+100
4147
$2K ﹤0.01%
320
-200
4148
$2K ﹤0.01%
+50
4149
$2K ﹤0.01%
+180
4150
$2K ﹤0.01%
+200
164 165
166
167 168