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
2751
$2K ﹤0.01%
+500
2752
$2K ﹤0.01%
+30
2753
$2K ﹤0.01%
+107
2754
$2K ﹤0.01%
+228
2755
$2K ﹤0.01%
+32
2756
$2K ﹤0.01%
+102
2757
$2K ﹤0.01%
+355
2758
$2K ﹤0.01%
+500
2759
$2K ﹤0.01%
+60
2760
$2K ﹤0.01%
+125
2761
$2K ﹤0.01%
+100
2762
$2K ﹤0.01%
+50
2763
$2K ﹤0.01%
+99
2764
$2K ﹤0.01%
+150
2765
$2K ﹤0.01%
+37
2766
$2K ﹤0.01%
+100
2767
$2K ﹤0.01%
+100
2768
$2K ﹤0.01%
+110
2769
$2K ﹤0.01%
+38
2770
$2K ﹤0.01%
+141
2771
$2K ﹤0.01%
+53
2772
$2K ﹤0.01%
+408
2773
$2K ﹤0.01%
+125
2774
$2K ﹤0.01%
+1,306
2775
$2K ﹤0.01%
+97
109 110
111
112 113