Creative Planning Portfolio holdings
AUM
$117B
1-Year Return
13.67%
This Quarter Return
+6.15%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$33.3B
AUM Growth
+$2.58B
(+8.4%)
Cap. Flow
+$832M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
54.52%
Holding
2,010
New
139
Increased
724
Reduced
797
Closed
129
Top Buys
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$79.7M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$56.1M |
| 3 |
BPL
Buckeye Partners, L.P.
BPL
|
+$25.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$21.6M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$19.8M |
Sector Composition
| 1 | Technology | 4.75% |
| 2 | Financials | 4.71% |
| 3 | Healthcare | 1.93% |
| 4 | Communication Services | 1.71% |
| 5 | Consumer Discretionary | 1.68% |
