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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
4251
$1K ﹤0.01%
41
-41
4252
$1K ﹤0.01%
+50
4253
$1K ﹤0.01%
4,800
-1,017
4254
$1K ﹤0.01%
105
-3,958
4255
$1K ﹤0.01%
1,495
4256
$1K ﹤0.01%
225
+150
4257
$1K ﹤0.01%
40
4258
$1K ﹤0.01%
+200
4259
$1K ﹤0.01%
+60
4260
$1K ﹤0.01%
+100
4261
$1K ﹤0.01%
6
+2
4262
$1K ﹤0.01%
205
4263
$1K ﹤0.01%
133
-70
4264
$1K ﹤0.01%
1,114
+23
4265
$1K ﹤0.01%
72
4266
$1K ﹤0.01%
93
+70
4267
$1K ﹤0.01%
100
4268
$1K ﹤0.01%
300
4269
$1K ﹤0.01%
149
4270
$1K ﹤0.01%
+50
4271
$1K ﹤0.01%
100
4272
$1K ﹤0.01%
+25
4273
$1K ﹤0.01%
35
4274
$1K ﹤0.01%
25
4275
$1K ﹤0.01%
100
169 170
171
172 173