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
2376
$56K ﹤0.01%
1,151
+689
2377
$56K ﹤0.01%
3,169
-2,068
2378
$56K ﹤0.01%
39,564
+300
2379
$56K ﹤0.01%
4,514
-2,009
2380
$56K ﹤0.01%
+6,327
2381
$55K ﹤0.01%
519
+55
2382
$55K ﹤0.01%
2,980
2383
$55K ﹤0.01%
752
+145
2384
$55K ﹤0.01%
1,236
+582
2385
$55K ﹤0.01%
2,847
+347
2386
$55K ﹤0.01%
793
-746
2387
$55K ﹤0.01%
689
2388
$55K ﹤0.01%
7,500
2389
$55K ﹤0.01%
2,445
-198
2390
$54K ﹤0.01%
1,292
+316
2391
$54K ﹤0.01%
725
+225
2392
$54K ﹤0.01%
1,992
+857
2393
$54K ﹤0.01%
2,150
2394
$54K ﹤0.01%
4,150
2395
$54K ﹤0.01%
1,203
-205
2396
$54K ﹤0.01%
2,850
-1,040
2397
$54K ﹤0.01%
1,005
+98
2398
$54K ﹤0.01%
3,314
+47
2399
$54K ﹤0.01%
1,113
+170
2400
$54K ﹤0.01%
2,973
94 95
96
97 98