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
1326
$256K ﹤0.01%
7,966
1327
$255K ﹤0.01%
240,554
-1,378
1328
$255K ﹤0.01%
8,823
+152
1329
$255K ﹤0.01%
8,394
1330
$254K ﹤0.01%
59,860
-349
1331
$254K ﹤0.01%
12,254
+7,825
1332
$254K ﹤0.01%
6,642
-1,039
1333
$252K ﹤0.01%
22,240
+3,203
1334
$251K ﹤0.01%
30,081
+4,010
1335
$251K ﹤0.01%
5,364
-26,776
1336
$250K ﹤0.01%
5,334
+15
1337
$249K ﹤0.01%
1,947
+104
1338
$249K ﹤0.01%
+32,600
1339
$248K ﹤0.01%
694
1340
$248K ﹤0.01%
7,810
-440
1341
$248K ﹤0.01%
6,856
-556
1342
$248K ﹤0.01%
4,004
1343
$247K ﹤0.01%
7,577
+86
1344
$247K ﹤0.01%
28,627
-33,983
1345
$247K ﹤0.01%
5,383
1346
$246K ﹤0.01%
12,286
+122
1347
$246K ﹤0.01%
6,566
-324
1348
$245K ﹤0.01%
9,215
+2,855
1349
$245K ﹤0.01%
11,615
-4,144
1350
$245K ﹤0.01%
5,105
+568
52 53
54
55 56