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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
4376
– –
0
4377
$1K ﹤0.01%
+100
4378
$1K ﹤0.01%
44
-43
4379
– –
0
4380
$1K ﹤0.01%
8
4381
– –
0
4382
$1K ﹤0.01%
31
-1,001
4383
$1K ﹤0.01%
+80
4384
$1K ﹤0.01%
+60
4385
$1K ﹤0.01%
36
4386
$1K ﹤0.01%
300
4387
$1K ﹤0.01%
27
4388
$1K ﹤0.01%
226
+200
4389
$1K ﹤0.01%
1,000
4390
$1K ﹤0.01%
82
+54
4391
$1K ﹤0.01%
300
4392
$1K ﹤0.01%
+49
4393
$1K ﹤0.01%
1,000
4394
$1K ﹤0.01%
86
4395
$1K ﹤0.01%
1,000
4396
$1K ﹤0.01%
28
-1,480
4397
$1K ﹤0.01%
+35
4398
$1K ﹤0.01%
+200
4399
$1K ﹤0.01%
150
4400
$1K ﹤0.01%
+100
174 175
176
177 178