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
2526
$5K ﹤0.01%
+248
2527
$5K ﹤0.01%
+181
2528
$5K ﹤0.01%
+400
2529
$5K ﹤0.01%
+100
2530
$5K ﹤0.01%
+254
2531
$5K ﹤0.01%
+300
2532
$5K ﹤0.01%
+600
2533
$5K ﹤0.01%
+1,000
2534
$5K ﹤0.01%
+200
2535
$5K ﹤0.01%
+3,984
2536
$5K ﹤0.01%
+105
2537
$4K ﹤0.01%
+62
2538
$4K ﹤0.01%
+109
2539
$4K ﹤0.01%
+43
2540
$4K ﹤0.01%
+116
2541
$4K ﹤0.01%
+100
2542
$4K ﹤0.01%
+756
2543
$4K ﹤0.01%
+223
2544
$4K ﹤0.01%
+27
2545
$4K ﹤0.01%
+81
2546
$4K ﹤0.01%
+1,000
2547
$4K ﹤0.01%
+105
2548
$4K ﹤0.01%
+153
2549
$4K ﹤0.01%
+273
2550
$4K ﹤0.01%
+137
100 101
102
103 104