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
2576
$4K ﹤0.01%
+95
2577
$4K ﹤0.01%
+75
2578
$4K ﹤0.01%
+251
2579
$4K ﹤0.01%
+306
2580
$4K ﹤0.01%
+153
2581
$4K ﹤0.01%
+205
2582
$4K ﹤0.01%
+75
2583
$4K ﹤0.01%
+1,666
2584
$4K ﹤0.01%
+250
2585
$4K ﹤0.01%
+2,000
2586
$4K ﹤0.01%
+55
2587
$4K ﹤0.01%
+150
2588
$4K ﹤0.01%
+50
2589
$4K ﹤0.01%
+175
2590
$4K ﹤0.01%
+112
2591
$4K ﹤0.01%
+115
2592
$4K ﹤0.01%
+334
2593
$4K ﹤0.01%
+2,500
2594
$4K ﹤0.01%
+51
2595
$4K ﹤0.01%
+188
2596
$4K ﹤0.01%
+97
2597
$4K ﹤0.01%
+1,200
2598
$4K ﹤0.01%
+800
2599
$4K ﹤0.01%
+222
2600
$4K ﹤0.01%
+300
102 103
104
105 106