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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
4326
$1K ﹤0.01%
100
4327
$1K ﹤0.01%
+200
4328
$1K ﹤0.01%
24
+12
4329
$1K ﹤0.01%
49
4330
$1K ﹤0.01%
+24
4331
$1K ﹤0.01%
+42
4332
$1K ﹤0.01%
+10
4333
$1K ﹤0.01%
26
+6
4334
$1K ﹤0.01%
30
4335
$1K ﹤0.01%
80
4336
– –
0
4337
$1K ﹤0.01%
63
+7
4338
– –
0
4339
$1K ﹤0.01%
397
+97
4340
$1K ﹤0.01%
+6
4341
$1K ﹤0.01%
+300
4342
$1K ﹤0.01%
146
4343
$1K ﹤0.01%
20
4344
$1K ﹤0.01%
37
-494
4345
$1K ﹤0.01%
400
4346
– –
0
4347
$1K ﹤0.01%
19
4348
$1K ﹤0.01%
+300
4349
$1K ﹤0.01%
+65
4350
$1K ﹤0.01%
110
+25
172 173
174
175 176