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
1676
$53K ﹤0.01%
+1
1677
$52K ﹤0.01%
513
-12
1678
$51K ﹤0.01%
10,000
1679
$48K ﹤0.01%
+12,000
1680
$48K ﹤0.01%
10,658
1681
$47K ﹤0.01%
10,000
1682
$47K ﹤0.01%
45,334
+18,387
1683
$46K ﹤0.01%
2,000
1684
$46K ﹤0.01%
+1,756
1685
$46K ﹤0.01%
2,773
1686
$45K ﹤0.01%
929
-36
1687
$45K ﹤0.01%
36,105
+5,128
1688
$45K ﹤0.01%
81,051
+6,600
1689
$44K ﹤0.01%
21,081
1690
$43K ﹤0.01%
23,924
-32,468
1691
$43K ﹤0.01%
+6,640
1692
$43K ﹤0.01%
18,650
-3,372
1693
$43K ﹤0.01%
+10,340
1694
$41K ﹤0.01%
17,762
1695
$40K ﹤0.01%
2,000
+100
1696
$40K ﹤0.01%
16,838
+1,756
1697
$39K ﹤0.01%
10,506
-4,512
1698
$38K ﹤0.01%
4,126
+180
1699
$38K ﹤0.01%
16,000
1700
$38K ﹤0.01%
+110
66 67
68
69 70