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
2551
$4K ﹤0.01%
+150
2552
$4K ﹤0.01%
+256
2553
$4K ﹤0.01%
+33
2554
$4K ﹤0.01%
+177
2555
$4K ﹤0.01%
+43
2556
$4K ﹤0.01%
+1,000
2557
$4K ﹤0.01%
+2,000
2558
$4K ﹤0.01%
+350
2559
$4K ﹤0.01%
+100
2560
$4K ﹤0.01%
+725
2561
$4K ﹤0.01%
+59
2562
$4K ﹤0.01%
+300
2563
$4K ﹤0.01%
+200
2564
$4K ﹤0.01%
+200
2565
$4K ﹤0.01%
+218
2566
$4K ﹤0.01%
+100
2567
$4K ﹤0.01%
+1,151
2568
$4K ﹤0.01%
+208
2569
$4K ﹤0.01%
+172
2570
$4K ﹤0.01%
+400
2571
$4K ﹤0.01%
+51
2572
$4K ﹤0.01%
+60
2573
$4K ﹤0.01%
+78
2574
$4K ﹤0.01%
+100
2575
$4K ﹤0.01%
+440
101 102
103
104 105