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
2626
$3K ﹤0.01%
+206
2627
$3K ﹤0.01%
+120
2628
$3K ﹤0.01%
+200
2629
$3K ﹤0.01%
+75
2630
$3K ﹤0.01%
+500
2631
$3K ﹤0.01%
+200
2632
$3K ﹤0.01%
+171
2633
$3K ﹤0.01%
+110
2634
$3K ﹤0.01%
+242
2635
$3K ﹤0.01%
+495
2636
$3K ﹤0.01%
+300
2637
$3K ﹤0.01%
+53
2638
$3K ﹤0.01%
+53
2639
$3K ﹤0.01%
+284
2640
$3K ﹤0.01%
+571
2641
$3K ﹤0.01%
+104
2642
$3K ﹤0.01%
+241
2643
$3K ﹤0.01%
+208
2644
$3K ﹤0.01%
+1,000
2645
$3K ﹤0.01%
+240
2646
$3K ﹤0.01%
+60
2647
$3K ﹤0.01%
+250
2648
$3K ﹤0.01%
+233
2649
$3K ﹤0.01%
+87
2650
$3K ﹤0.01%
+175