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
876
$585K ﹤0.01%
19,356
-3,362
877
$583K ﹤0.01%
11,139
+279
878
$579K ﹤0.01%
39,731
+498
879
$579K ﹤0.01%
5,351
+910
880
$579K ﹤0.01%
7,469
-192
881
$577K ﹤0.01%
35,658
+5,876
882
$577K ﹤0.01%
14,571
-4,372
883
$577K ﹤0.01%
28,548
-708
884
$577K ﹤0.01%
5,517
+142
885
$577K ﹤0.01%
9,829
+2,461
886
$574K ﹤0.01%
8,433
-1
887
$573K ﹤0.01%
18,955
-1,301
888
$571K ﹤0.01%
10,211
+1,183
889
$570K ﹤0.01%
42,303
+600
890
$568K ﹤0.01%
8,857
-662
891
$568K ﹤0.01%
11,961
-1,252
892
$568K ﹤0.01%
11,535
+692
893
$564K ﹤0.01%
+948
894
$563K ﹤0.01%
122,187
-1,000
895
$562K ﹤0.01%
5,486
+257
896
$560K ﹤0.01%
25,698
-3,368
897
$560K ﹤0.01%
20,313
-238
898
$560K ﹤0.01%
24,625
-233
899
$560K ﹤0.01%
10,646
-100
900
$560K ﹤0.01%
50,652
-19
34 35
36
37 38