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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$2K ﹤0.01%
+150
2752
$2K ﹤0.01%
+37
2753
$2K ﹤0.01%
+132
2754
$2K ﹤0.01%
+107
2755
$2K ﹤0.01%
+91
2756
$2K ﹤0.01%
+100
2757
$2K ﹤0.01%
+110
2758
$2K ﹤0.01%
+38
2759
$2K ﹤0.01%
+141
2760
$2K ﹤0.01%
+53
2761
$2K ﹤0.01%
+408
2762
$2K ﹤0.01%
+125
2763
$2K ﹤0.01%
+1,306
2764
$2K ﹤0.01%
+97
2765
$2K ﹤0.01%
+40
2766
$2K ﹤0.01%
+74
2767
$2K ﹤0.01%
+40
2768
$2K ﹤0.01%
+600
2769
$2K ﹤0.01%
+26
2770
$2K ﹤0.01%
+204
2771
$2K ﹤0.01%
+1,035
2772
$2K ﹤0.01%
+500
2773
$2K ﹤0.01%
+200
2774
$2K ﹤0.01%
+260
2775
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