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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
4401
$1K ﹤0.01%
300
4402
$1K ﹤0.01%
1,000
4403
$1K ﹤0.01%
152
4404
$1K ﹤0.01%
28
4405
$1K ﹤0.01%
2,000
-1,425
4406
$1K ﹤0.01%
+75
4407
$1K ﹤0.01%
+20
4408
$1K ﹤0.01%
51
4409
$1K ﹤0.01%
+2,500
4410
$1K ﹤0.01%
+10
4411
$1K ﹤0.01%
21
-160
4412
$1K ﹤0.01%
125
-1,875
4413
– –
0
4414
$1K ﹤0.01%
100
4415
$1K ﹤0.01%
1,050
+1,000
4416
$1K ﹤0.01%
57
-2
4417
$1K ﹤0.01%
800
4418
$1K ﹤0.01%
150
4419
$1K ﹤0.01%
346
+90
4420
$1K ﹤0.01%
150
4421
$1K ﹤0.01%
+35
4422
$1K ﹤0.01%
118
4423
$1K ﹤0.01%
149
4424
– –
-200
4425
$0 ﹤0.01%
4
175 176
177
178 179