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
2726
$3K ﹤0.01%
+23
2727
$3K ﹤0.01%
+158
2728
$3K ﹤0.01%
+197
2729
$3K ﹤0.01%
+200
2730
$3K ﹤0.01%
+120
2731
$3K ﹤0.01%
+126
2732
$3K ﹤0.01%
+100
2733
$3K ﹤0.01%
+127
2734
$3K ﹤0.01%
+1,000
2735
$3K ﹤0.01%
+134
2736
$3K ﹤0.01%
+1,100
2737
$2K ﹤0.01%
+47
2738
$2K ﹤0.01%
+200
2739
$2K ﹤0.01%
+500
2740
$2K ﹤0.01%
+32
2741
$2K ﹤0.01%
+125
2742
$2K ﹤0.01%
+50
2743
$2K ﹤0.01%
+150
2744
$2K ﹤0.01%
+37
2745
$2K ﹤0.01%
+107
2746
$2K ﹤0.01%
+250
2747
$2K ﹤0.01%
+1,306
2748
$2K ﹤0.01%
+97
2749
$2K ﹤0.01%
+400
2750
$2K ﹤0.01%
+300
108 109
110
111 112