Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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
4,975
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$142M
3
+$133M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$91.6M

Top Sells

1
+$21M
2
+$8.58M
3
+$6.78M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.72M

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
426
$1.99M 0.01%
9,099
+25
427
$1.99M 0.01%
48,753
+2,929
428
$1.99M 0.01%
5,186
+2,176
429
$1.98M 0.01%
76,158
-1,955
430
$1.98M 0.01%
39,685
-2,179
431
$1.97M 0.01%
37,353
-685
432
$1.97M 0.01%
27,811
+18,984
433
$1.95M 0.01%
14,479
+116
434
$1.95M 0.01%
923
-9
435
$1.94M 0.01%
38,426
+3,556
436
$1.92M 0.01%
18,594
-9
437
$1.9M 0.01%
16,542
+11,011
438
$1.89M 0.01%
141,140
+7,882
439
$1.89M 0.01%
127,107
+23,868
440
$1.89M 0.01%
95,297
+23,423
441
$1.88M 0.01%
65,045
442
$1.88M 0.01%
197,190
-39,864
443
$1.87M 0.01%
15,794
+3,279
444
$1.87M 0.01%
24,031
-960
445
$1.86M 0.01%
31,281
-8,662
446
$1.86M 0.01%
36,779
-12,358
447
$1.86M 0.01%
76,559
+22,504
448
$1.86M 0.01%
20,161
+14,634
449
$1.86M 0.01%
13,484
+1,036
450
$1.86M 0.01%
101,999
-59
16 17
18
19 20