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
2726
$3K ﹤0.01%
+844
2727
$3K ﹤0.01%
+1,280
2728
$3K ﹤0.01%
+344
2729
$3K ﹤0.01%
+198
2730
$3K ﹤0.01%
+100
2731
$3K ﹤0.01%
+206
2732
$3K ﹤0.01%
+80
2733
$3K ﹤0.01%
+2,000
2734
$3K ﹤0.01%
+217
2735
$3K ﹤0.01%
+104
2736
$3K ﹤0.01%
+176
2737
$2K ﹤0.01%
+70
2738
$2K ﹤0.01%
+373
2739
$2K ﹤0.01%
+300
2740
$2K ﹤0.01%
+132
2741
$2K ﹤0.01%
+107
2742
$2K ﹤0.01%
+91
2743
$2K ﹤0.01%
+74
2744
$2K ﹤0.01%
+1,000
2745
$2K ﹤0.01%
+250
2746
$2K ﹤0.01%
+47
2747
$2K ﹤0.01%
+110
2748
$2K ﹤0.01%
+34
2749
$2K ﹤0.01%
+26
2750
$2K ﹤0.01%
+200
108 109
110
111 112