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
1726
$22K ﹤0.01%
15,000
1727
$21K ﹤0.01%
2,091
+968
1728
$21K ﹤0.01%
629
1729
$20K ﹤0.01%
21,513
1730
$19K ﹤0.01%
660
+40
1731
$19K ﹤0.01%
13,125
+3,000
1732
$18K ﹤0.01%
2,692
1733
$18K ﹤0.01%
+725
1734
$18K ﹤0.01%
2,000
1735
$18K ﹤0.01%
+1,050
1736
$17K ﹤0.01%
28,500
-5,000
1737
$17K ﹤0.01%
522
1738
$17K ﹤0.01%
13,832
1739
$16K ﹤0.01%
11,912
1740
$16K ﹤0.01%
1,207
-115
1741
$15K ﹤0.01%
1,102
1742
$14K ﹤0.01%
2,255
1743
$14K ﹤0.01%
3,446
+668
1744
$13K ﹤0.01%
10,660
-700
1745
$12K ﹤0.01%
+10,200
1746
$12K ﹤0.01%
5,805
1747
$10K ﹤0.01%
21,900
1748
$10K ﹤0.01%
16,050
1749
$10K ﹤0.01%
45
-6
1750
$10K ﹤0.01%
15,000
68 69
70
71 72