Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2501
$5K ﹤0.01%
+200
2502
$5K ﹤0.01%
+298
2503
$5K ﹤0.01%
+134
2504
$5K ﹤0.01%
+500
2505
$5K ﹤0.01%
+106
2506
$5K ﹤0.01%
+650
2507
$5K ﹤0.01%
+100
2508
$5K ﹤0.01%
+10
2509
$5K ﹤0.01%
+100
2510
$5K ﹤0.01%
+77
2511
$5K ﹤0.01%
+3
2512
$5K ﹤0.01%
+198
2513
$5K ﹤0.01%
+60
2514
$5K ﹤0.01%
+169
2515
$5K ﹤0.01%
+200
2516
$5K ﹤0.01%
+4
2517
$5K ﹤0.01%
+100
2518
$5K ﹤0.01%
+302
2519
– –
0
2520
$5K ﹤0.01%
+400
2521
$5K ﹤0.01%
+100
2522
$5K ﹤0.01%
+149
2523
$5K ﹤0.01%
+243
2524
$5K ﹤0.01%
+700
2525
$5K ﹤0.01%
+1,000
99 100
101
102 103