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
1476
$202K ﹤0.01%
+2,412
1477
$202K ﹤0.01%
4,905
-489
1478
$202K ﹤0.01%
3,179
-249
1479
$202K ﹤0.01%
27,882
+2,487
1480
$202K ﹤0.01%
7,785
+310
1481
$201K ﹤0.01%
4,378
-1,816
1482
$201K ﹤0.01%
+4,378
1483
$201K ﹤0.01%
1,077
-46
1484
$201K ﹤0.01%
2,860
-333
1485
$201K ﹤0.01%
+19,600
1486
$201K ﹤0.01%
3,604
1487
$200K ﹤0.01%
10,750
-3,313
1488
$200K ﹤0.01%
11,747
-90
1489
$199K ﹤0.01%
+14,669
1490
$199K ﹤0.01%
10,088
+184
1491
$197K ﹤0.01%
13,645
+3,592
1492
$197K ﹤0.01%
28,259
1493
$197K ﹤0.01%
10,000
-200
1494
$196K ﹤0.01%
11,622
-7,584
1495
$196K ﹤0.01%
18,994
+3,686
1496
$196K ﹤0.01%
+10,000
1497
$196K ﹤0.01%
14,343
1498
$195K ﹤0.01%
13,770
1499
$194K ﹤0.01%
29,691
+917
1500
$194K ﹤0.01%
11,292
+1,074
58 59
60
61 62