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
1626
$94K ﹤0.01%
4,050
-7,153
1627
$93K ﹤0.01%
25,500
1628
$91K ﹤0.01%
3,500
+1,500
1629
$89K ﹤0.01%
7,354
-7,787
1630
$89K ﹤0.01%
31,308
+18,960
1631
$88K ﹤0.01%
+10,978
1632
$87K ﹤0.01%
797
+18
1633
$86K ﹤0.01%
10,944
+8
1634
$86K ﹤0.01%
11,573
-91
1635
$83K ﹤0.01%
18,126
1636
$82K ﹤0.01%
91,950
+2,500
1637
$82K ﹤0.01%
10,101
-85
1638
$81K ﹤0.01%
4
1639
$81K ﹤0.01%
28,324
-4,000
1640
$81K ﹤0.01%
11,972
-4,326
1641
$79K ﹤0.01%
10,000
1642
$78K ﹤0.01%
37,358
+2,300
1643
$78K ﹤0.01%
12,375
+575
1644
$78K ﹤0.01%
10,850
-2,583
1645
$76K ﹤0.01%
15,000
1646
$76K ﹤0.01%
32,393
-11,795
1647
$75K ﹤0.01%
17,900
-240,700
1648
$74K ﹤0.01%
12,509
-7,550
1649
$73K ﹤0.01%
25,119
1650
$72K ﹤0.01%
+13,826
64 65
66
67 68