Creative Planning Portfolio holdings
AUM
$140B
1-Year Est. Return
18.07%
This Fund
S&P 500
1 Year Est. Return
+18.07%
AUM
$24.4B
AUM Growth
-$2.54B
(-9.4%)
Holding
2,027
Top Buys
| 1 | +$202M | |
| 2 | +$176M | |
| 3 | +$150M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$132M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$119M |
Top Sells
| 1 | +$175M | |
| 2 | +$165M | |
| 3 | +$145M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$142M |
| 5 |
Alerian MLP ETF
AMLP
|
+$139M |
Sector Composition
| 1 | Financials | 5.15% |
| 2 | Technology | 3.84% |
| 3 | Healthcare | 2.28% |
| 4 | Energy | 2% |
| 5 | Consumer Discretionary | 1.82% |