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
1526
$175K ﹤0.01%
10,162
-709
1527
$175K ﹤0.01%
36,498
+12,298
1528
$174K ﹤0.01%
10,218
-40
1529
$173K ﹤0.01%
15,382
-334
1530
$173K ﹤0.01%
+11,502
1531
$170K ﹤0.01%
16,712
+368
1532
$170K ﹤0.01%
14,000
-729
1533
$168K ﹤0.01%
15,732
+3,312
1534
$168K ﹤0.01%
+24,463
1535
$168K ﹤0.01%
49,205
-20,291
1536
$166K ﹤0.01%
35,626
1537
$164K ﹤0.01%
24,468
+951
1538
$164K ﹤0.01%
10,240
+300
1539
$164K ﹤0.01%
+11,000
1540
$163K ﹤0.01%
16,940
+267
1541
$162K ﹤0.01%
3,340
+1,194
1542
$161K ﹤0.01%
40,173
+4,890
1543
$160K ﹤0.01%
16,275
-18,140
1544
$159K ﹤0.01%
12,000
1545
$158K ﹤0.01%
11,255
-25
1546
$158K ﹤0.01%
12,375
-6,000
1547
$157K ﹤0.01%
15,565
+1,728
1548
$157K ﹤0.01%
+10,128
1549
$156K ﹤0.01%
12,264
-2,537
1550
$156K ﹤0.01%
22,664
-8,501
60 61
62
63 64