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
1551
$155K ﹤0.01%
13,006
+1,468
1552
$154K ﹤0.01%
13,133
-167
1553
$153K ﹤0.01%
12,244
-3,572
1554
$151K ﹤0.01%
5,817
-90
1555
$151K ﹤0.01%
46,245
-1,553
1556
$151K ﹤0.01%
10,513
1557
$151K ﹤0.01%
10,645
1558
$150K ﹤0.01%
63,440
-42,459
1559
$149K ﹤0.01%
14,187
+810
1560
$149K ﹤0.01%
17,596
+5,638
1561
$149K ﹤0.01%
49,419
-66,890
1562
$149K ﹤0.01%
31,769
+13,148
1563
$145K ﹤0.01%
18,081
-1,233
1564
$145K ﹤0.01%
18,700
1565
$143K ﹤0.01%
3,658
+1,028
1566
$142K ﹤0.01%
19,954
-1,803
1567
$141K ﹤0.01%
20,700
-15,000
1568
$141K ﹤0.01%
+10,977
1569
$140K ﹤0.01%
10,583
-475
1570
$140K ﹤0.01%
10,780
1571
$140K ﹤0.01%
+501
1572
$140K ﹤0.01%
10,635
-564
1573
$139K ﹤0.01%
+11,113
1574
$135K ﹤0.01%
16,527
-6,847
1575
$134K ﹤0.01%
25,930
-2,000
61 62
63
64 65