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
2651
$3K ﹤0.01%
+300
2652
$3K ﹤0.01%
+233
2653
$3K ﹤0.01%
+495
2654
$3K ﹤0.01%
+300
2655
$3K ﹤0.01%
+53
2656
$3K ﹤0.01%
+53
2657
$3K ﹤0.01%
+284
2658
$3K ﹤0.01%
+571
2659
$3K ﹤0.01%
+241
2660
$3K ﹤0.01%
+208
2661
$3K ﹤0.01%
+1,000
2662
$3K ﹤0.01%
+240
2663
$3K ﹤0.01%
+60
2664
$3K ﹤0.01%
+250
2665
$3K ﹤0.01%
+233
2666
$3K ﹤0.01%
+204
2667
$3K ﹤0.01%
+303
2668
$3K ﹤0.01%
+200
2669
$3K ﹤0.01%
+87
2670
$3K ﹤0.01%
+305
2671
$3K ﹤0.01%
+125
2672
$3K ﹤0.01%
+175
2673
$3K ﹤0.01%
+66
2674
$3K ﹤0.01%
+103
2675
$3K ﹤0.01%
+122