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
1276
$276K ﹤0.01%
43,344
+17,044
1277
$276K ﹤0.01%
7,305
+179
1278
$276K ﹤0.01%
7,929
+200
1279
$276K ﹤0.01%
8,913
+586
1280
$275K ﹤0.01%
34,090
1281
$275K ﹤0.01%
2,214
+258
1282
$275K ﹤0.01%
10,425
-1,370
1283
$275K ﹤0.01%
11,589
+277
1284
$274K ﹤0.01%
20,265
+21
1285
$273K ﹤0.01%
21,260
1286
$272K ﹤0.01%
21,505
-8,539
1287
$272K ﹤0.01%
15,524
+4,231
1288
$271K ﹤0.01%
1,479
1289
$270K ﹤0.01%
+10,002
1290
$270K ﹤0.01%
9,426
-108
1291
$270K ﹤0.01%
5,162
1292
$270K ﹤0.01%
6,760
-450
1293
$269K ﹤0.01%
17,554
-880
1294
$269K ﹤0.01%
11,788
-251
1295
$269K ﹤0.01%
7,330
+80
1296
$268K ﹤0.01%
10,865
-55,253
1297
$268K ﹤0.01%
5,791
-932
1298
$267K ﹤0.01%
21,156
-577
1299
$267K ﹤0.01%
23,284
-10,300
1300
$267K ﹤0.01%
+1,890
50 51
52
53 54