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
251
$915K 0.02%
+13,692
252
$912K 0.02%
+26,480
253
$910K 0.02%
+9,228
254
$909K 0.02%
+12,508
255
$907K 0.02%
+7,493
256
$901K 0.02%
+8,789
257
$900K 0.02%
+42,838
258
$890K 0.02%
+31,404
259
$887K 0.02%
+113,409
260
$878K 0.02%
+7,721
261
$876K 0.02%
+37,529
262
$875K 0.02%
+15,280
263
$869K 0.02%
+25,641
264
$866K 0.02%
+23,195
265
$865K 0.02%
+70,354
266
$865K 0.02%
+16,211
267
$861K 0.02%
+81,850
268
$861K 0.02%
+28,138
269
$852K 0.02%
+26,100
270
$851K 0.02%
+10,275
271
$845K 0.02%
+12,301
272
$842K 0.02%
+9,133
273
$841K 0.02%
+29,975
274
$841K 0.02%
+14,508
275
$837K 0.02%
+21,895
9 10
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