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
$24.4B
AUM Growth
-$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,027
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$155M
3
+$140M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$134M
5
VV icon
Vanguard Large-Cap ETF
VV
+$110M

Top Sells

1
+$170M
2
+$152M
3
+$138M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$134M
5
AMLP icon
Alerian MLP ETF
AMLP
+$124M

Sector Composition

1 Financials 5.15%
2 Technology 3.84%
3 Healthcare 2.28%
4 Energy 2%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$918K ﹤0.01%
46,773
-6,718
702
$916K ﹤0.01%
42,362
-592
703
$912K ﹤0.01%
63,988
-2,367
704
$911K ﹤0.01%
8,083
+50
705
$910K ﹤0.01%
12,422
-2,307
706
$910K ﹤0.01%
35,949
+2,299
707
$907K ﹤0.01%
20,751
-168
708
$905K ﹤0.01%
1,055
+5
709
$902K ﹤0.01%
25,255
710
$893K ﹤0.01%
66,558
-1,089
711
$890K ﹤0.01%
23,429
-1,700
712
$889K ﹤0.01%
14,102
+253
713
$885K ﹤0.01%
107,134
-1,646
714
$884K ﹤0.01%
52,791
-565
715
$881K ﹤0.01%
113,385
+3,951
716
$880K ﹤0.01%
23,097
+928
717
$878K ﹤0.01%
10,501
+182
718
$872K ﹤0.01%
42,438
-2,104
719
$864K ﹤0.01%
7,993
+305
720
$857K ﹤0.01%
7,891
-231
721
$852K ﹤0.01%
8,197
-1,965
722
$851K ﹤0.01%
31,305
+138
723
$848K ﹤0.01%
51,622
+1,454
724
$848K ﹤0.01%
19,871
-1,156
725
$848K ﹤0.01%
25,765
-3,431
27 28
29
30 31