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
1176
$328K ﹤0.01%
+9,193
1177
$327K ﹤0.01%
8,533
-1,240
1178
$327K ﹤0.01%
3,189
-694
1179
$327K ﹤0.01%
20,000
1180
$327K ﹤0.01%
7,444
1181
$326K ﹤0.01%
9,818
+172
1182
$326K ﹤0.01%
5,084
+25
1183
$326K ﹤0.01%
7,734
+363
1184
$325K ﹤0.01%
6,868
+1,241
1185
$325K ﹤0.01%
7,371
-1,358
1186
$323K ﹤0.01%
7,758
+789
1187
$323K ﹤0.01%
6,194
+455
1188
$321K ﹤0.01%
8,596
-943
1189
$320K ﹤0.01%
14,329
+309
1190
$320K ﹤0.01%
4,646
+76
1191
$320K ﹤0.01%
29,250
-334
1192
$320K ﹤0.01%
10,879
+368
1193
$320K ﹤0.01%
4,322
-264
1194
$319K ﹤0.01%
6,202
-291
1195
$319K ﹤0.01%
7,453
+951
1196
$318K ﹤0.01%
9,620
-1,045
1197
$318K ﹤0.01%
2,045
-3,088
1198
$317K ﹤0.01%
30,479
-2,871
1199
$315K ﹤0.01%
16,000
+386
1200
$314K ﹤0.01%
6,503
+1,414
46 47
48
49 50