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
1151
$344K ﹤0.01%
834
+38
1152
$343K ﹤0.01%
4,451
+242
1153
$343K ﹤0.01%
17,757
-1,547
1154
$343K ﹤0.01%
14,329
+607
1155
$342K ﹤0.01%
3,799
+28
1156
$342K ﹤0.01%
4,763
+2,378
1157
$341K ﹤0.01%
2,106
+62
1158
$340K ﹤0.01%
2,925
+118
1159
$340K ﹤0.01%
23,545
-2,318
1160
$338K ﹤0.01%
19,160
-583
1161
$337K ﹤0.01%
7,671
-337
1162
$336K ﹤0.01%
6,788
+2,118
1163
$335K ﹤0.01%
15,555
1164
$334K ﹤0.01%
12,675
1165
$334K ﹤0.01%
+108,500
1166
$333K ﹤0.01%
+74,543
1167
$333K ﹤0.01%
3,827
+332
1168
$332K ﹤0.01%
17,722
-1,151
1169
$332K ﹤0.01%
6,379
+615
1170
$331K ﹤0.01%
15,312
-714
1171
$329K ﹤0.01%
10,800
-1,620
1172
$329K ﹤0.01%
16,029
1173
$329K ﹤0.01%
32,358
-3,153
1174
$329K ﹤0.01%
8,564
+114
1175
$329K ﹤0.01%
10,118
-768
45 46
47
48 49