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
2551
$4K ﹤0.01%
+334
2552
$4K ﹤0.01%
+2,500
2553
$4K ﹤0.01%
+51
2554
$4K ﹤0.01%
+188
2555
$4K ﹤0.01%
+97
2556
$4K ﹤0.01%
+1,200
2557
$4K ﹤0.01%
+800
2558
$4K ﹤0.01%
+222
2559
$4K ﹤0.01%
+300
2560
$4K ﹤0.01%
+250
2561
$4K ﹤0.01%
+256
2562
$4K ﹤0.01%
+460
2563
$4K ﹤0.01%
+33
2564
$4K ﹤0.01%
+177
2565
$4K ﹤0.01%
+43
2566
$4K ﹤0.01%
+1,000
2567
$4K ﹤0.01%
+607
2568
$4K ﹤0.01%
+2,500
2569
$4K ﹤0.01%
+32
2570
$4K ﹤0.01%
+200
2571
$4K ﹤0.01%
+306
2572
$4K ﹤0.01%
+2,795
2573
$4K ﹤0.01%
+200
2574
$4K ﹤0.01%
+294
2575
$4K ﹤0.01%
+1,000
101 102
103
104 105