Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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
+$360M
2
+$357M
3
+$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

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 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$3K ﹤0.01%
+100
2627
$3K ﹤0.01%
+542
2628
$3K ﹤0.01%
+300
2629
$3K ﹤0.01%
+300
2630
$3K ﹤0.01%
+200
2631
$3K ﹤0.01%
+200
2632
$3K ﹤0.01%
+1,500
2633
$3K ﹤0.01%
+206
2634
$3K ﹤0.01%
+120
2635
$3K ﹤0.01%
+200
2636
$3K ﹤0.01%
+75
2637
$3K ﹤0.01%
+500
2638
$3K ﹤0.01%
+200
2639
$3K ﹤0.01%
+171
2640
$3K ﹤0.01%
+110
2641
$3K ﹤0.01%
+46
2642
$3K ﹤0.01%
+100
2643
$3K ﹤0.01%
+221
2644
$3K ﹤0.01%
+271
2645
$3K ﹤0.01%
+712
2646
$3K ﹤0.01%
+432
2647
$3K ﹤0.01%
+1,200
2648
$3K ﹤0.01%
+38
2649
$3K ﹤0.01%
+105
2650
$3K ﹤0.01%
+205
104 105
106
107 108