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
2726
$3K ﹤0.01%
+1,500
2727
$3K ﹤0.01%
+200
2728
$3K ﹤0.01%
+67
2729
$3K ﹤0.01%
+844
2730
$3K ﹤0.01%
+1,280
2731
$3K ﹤0.01%
+344
2732
$3K ﹤0.01%
+176
2733
$3K ﹤0.01%
+198
2734
$3K ﹤0.01%
+206
2735
$3K ﹤0.01%
+80
2736
$3K ﹤0.01%
+2,000
2737
$3K ﹤0.01%
+217
2738
$2K ﹤0.01%
+34
2739
$2K ﹤0.01%
+200
2740
$2K ﹤0.01%
+250
2741
$2K ﹤0.01%
+141
2742
$2K ﹤0.01%
+53
2743
$2K ﹤0.01%
+201
2744
$2K ﹤0.01%
+445
2745
$2K ﹤0.01%
+63
2746
$2K ﹤0.01%
+45
2747
$2K ﹤0.01%
+123
2748
$2K ﹤0.01%
+87
2749
$2K ﹤0.01%
+500
2750
$2K ﹤0.01%
+42
108 109
110
111 112