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
2701
$3K ﹤0.01%
+127
2702
$3K ﹤0.01%
+1,000
2703
$3K ﹤0.01%
+100
2704
$3K ﹤0.01%
+250
2705
$3K ﹤0.01%
+600
2706
$3K ﹤0.01%
+134
2707
$3K ﹤0.01%
+1,100
2708
$3K ﹤0.01%
+55
2709
– –
0
2710
$3K ﹤0.01%
+161
2711
$3K ﹤0.01%
+300
2712
$3K ﹤0.01%
+2,000
2713
$3K ﹤0.01%
+200
2714
$3K ﹤0.01%
+500
2715
$3K ﹤0.01%
+110
2716
$3K ﹤0.01%
+200
2717
$3K ﹤0.01%
+550
2718
$3K ﹤0.01%
+359
2719
$3K ﹤0.01%
+1,100
2720
$3K ﹤0.01%
+550
2721
$3K ﹤0.01%
+95
2722
$3K ﹤0.01%
+200
2723
$3K ﹤0.01%
+150
2724
$3K ﹤0.01%
+75
2725
$3K ﹤0.01%
+200
107 108
109
110 111