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
2676
$3K ﹤0.01%
+359
2677
$3K ﹤0.01%
+1,100
2678
$3K ﹤0.01%
+550
2679
$3K ﹤0.01%
+95
2680
$3K ﹤0.01%
+200
2681
$3K ﹤0.01%
+409
2682
$3K ﹤0.01%
+200
2683
$3K ﹤0.01%
+67
2684
$3K ﹤0.01%
+198
2685
$3K ﹤0.01%
+100
2686
$3K ﹤0.01%
+206
2687
$3K ﹤0.01%
+80
2688
$3K ﹤0.01%
+217
2689
$3K ﹤0.01%
+542
2690
$3K ﹤0.01%
+300
2691
$3K ﹤0.01%
+300
2692
$3K ﹤0.01%
+200
2693
$3K ﹤0.01%
+200
2694
$3K ﹤0.01%
+1,500
2695
$3K ﹤0.01%
+75
2696
$3K ﹤0.01%
+46
2697
$3K ﹤0.01%
+100
2698
$3K ﹤0.01%
+221
2699
$3K ﹤0.01%
+271
2700
$3K ﹤0.01%
+712
106 107
108
109 110