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
2651
$3K ﹤0.01%
+66
2652
$3K ﹤0.01%
+88
2653
$3K ﹤0.01%
+80
2654
$3K ﹤0.01%
+86
2655
$3K ﹤0.01%
+95
2656
$3K ﹤0.01%
+100
2657
$3K ﹤0.01%
+250
2658
$3K ﹤0.01%
+600
2659
$3K ﹤0.01%
+55
2660
$3K ﹤0.01%
+300
2661
$3K ﹤0.01%
+2,000
2662
$3K ﹤0.01%
+110
2663
$3K ﹤0.01%
+200
2664
$3K ﹤0.01%
+550
2665
$3K ﹤0.01%
+75
2666
$3K ﹤0.01%
+200
2667
$3K ﹤0.01%
+1,641
2668
$3K ﹤0.01%
+1,500
2669
$3K ﹤0.01%
+1,280
2670
$3K ﹤0.01%
+344
2671
$3K ﹤0.01%
+176
2672
$3K ﹤0.01%
+2,000
2673
– –
0
2674
$3K ﹤0.01%
+200
2675
$3K ﹤0.01%
+500
105 106
107
108 109