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
$4.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,220
New
Increased
Reduced
Closed

Top Buys

1
+$360M
2
+$357M
3
+$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.64%
2 Financials 4.54%
3 Technology 2.95%
4 Healthcare 2.04%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.02%
+61,524
227
$1.02M 0.02%
+28,807
228
$1.02M 0.02%
+4,756
229
$1.02M 0.02%
+41,870
230
$1.02M 0.02%
+7,101
231
$1.01M 0.02%
+90,055
232
$1.01M 0.02%
+22,821
233
$1.01M 0.02%
+14,634
234
$1.01M 0.02%
+18,515
235
$1M 0.02%
+46,131
236
$1M 0.02%
+29,002
237
$975K 0.02%
+3,867
238
$974K 0.02%
+65,301
239
$963K 0.02%
+64,639
240
$962K 0.02%
+16,872
241
$956K 0.02%
+6,317
242
$951K 0.02%
+11,896
243
$951K 0.02%
+39,324
244
$950K 0.02%
+17,321
245
$944K 0.02%
+5,435
246
$938K 0.02%
+18,210
247
$931K 0.02%
+35,408
248
$919K 0.02%
+29,556
249
$918K 0.02%
+33,242
250
$916K 0.02%
+34,656
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