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
$18.3B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,975
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$142M
3
+$133M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$91.6M

Top Sells

1
+$21M
2
+$8.58M
3
+$6.78M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.72M

Sector Composition

1 Financials 5.2%
2 Energy 5.01%
3 Technology 3.76%
4 Healthcare 2.35%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$88K ﹤0.01%
7,735
+3,622
2027
$88K ﹤0.01%
5,860
2028
$87K ﹤0.01%
1,546
-938
2029
$87K ﹤0.01%
8,770
+500
2030
$87K ﹤0.01%
1,644
+660
2031
$87K ﹤0.01%
1,736
-2,064
2032
$87K ﹤0.01%
1,500
2033
$87K ﹤0.01%
10,100
2034
$87K ﹤0.01%
5,780
2035
$87K ﹤0.01%
1,118
+414
2036
$86K ﹤0.01%
1,574
+185
2037
$86K ﹤0.01%
13,489
-14,014
2038
$86K ﹤0.01%
1,186
+291
2039
$86K ﹤0.01%
6,967
-14,381
2040
$86K ﹤0.01%
1,138
+602
2041
$86K ﹤0.01%
+1,306
2042
$86K ﹤0.01%
4,859
+115
2043
$86K ﹤0.01%
4,485
+485
2044
$86K ﹤0.01%
18,000
2045
$85K ﹤0.01%
6,154
2046
$85K ﹤0.01%
21,549
+4,812
2047
$85K ﹤0.01%
1,261
+125
2048
$85K ﹤0.01%
2,170
+800
2049
$85K ﹤0.01%
+6,111
2050
$85K ﹤0.01%
2,100
+400
80 81
82
83 84