Creative Planning Portfolio holdings
AUM
$117B
This Quarter Return
+7.26%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$38.2B
AUM Growth
+$38.2B
(+11%)
Cap. Flow
+$2.3B
Cap. Flow
% of AUM
6.03%
Top 10 Holdings %
Top 10 Hldgs %
49.07%
Holding
2,054
New
239
Increased
1,012
Reduced
521
Closed
108
Top Buys
| 1 |
Apple
AAPL
|
$719M |
| 2 |
Vanguard Total Bond Market
BND
|
$510M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$182M |
| 4 |
Tesla
TSLA
|
$104M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$76.1M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$77.4M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$50.4M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$48.2M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$33.5M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$30.2M |
Sector Composition
| 1 | Technology | 5.74% |
| 2 | Financials | 3.33% |
| 3 | Consumer Discretionary | 2.26% |
| 4 | Healthcare | 1.77% |
| 5 | Communication Services | 1.65% |
