Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$377M
2
+$358M
3
+$267M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$267M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$252M

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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5K ﹤0.01%
+173
2477
$5K ﹤0.01%
+200
2478
$5K ﹤0.01%
+200
2479
$5K ﹤0.01%
+200
2480
$5K ﹤0.01%
+1,300
2481
– –
0
2482
$5K ﹤0.01%
+3
2483
$5K ﹤0.01%
+198
2484
$5K ﹤0.01%
+60
2485
$5K ﹤0.01%
+169
2486
$5K ﹤0.01%
+700
2487
$5K ﹤0.01%
+1,000
2488
$5K ﹤0.01%
+248
2489
$5K ﹤0.01%
+181
2490
$5K ﹤0.01%
+400
2491
$5K ﹤0.01%
+100
2492
$5K ﹤0.01%
+254
2493
$5K ﹤0.01%
+116
2494
$5K ﹤0.01%
+1,314
2495
$5K ﹤0.01%
+105
2496
$5K ﹤0.01%
+300
2497
$5K ﹤0.01%
+1,117
2498
$5K ﹤0.01%
+293
2499
$5K ﹤0.01%
+200
2500
$5K ﹤0.01%
+298
98 99
100
101 102