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
2751
$2K ﹤0.01%
+10
2752
$2K ﹤0.01%
+47
2753
$2K ﹤0.01%
+110
2754
$2K ﹤0.01%
+70
2755
$2K ﹤0.01%
+373
2756
$2K ﹤0.01%
+26
2757
$2K ﹤0.01%
+300
2758
$2K ﹤0.01%
+500
2759
$2K ﹤0.01%
+30
2760
$2K ﹤0.01%
+228
2761
$2K ﹤0.01%
+32
2762
$2K ﹤0.01%
+107
2763
$2K ﹤0.01%
+102
2764
$2K ﹤0.01%
+355
2765
$2K ﹤0.01%
+500
2766
$2K ﹤0.01%
+60
2767
$2K ﹤0.01%
+125
2768
$2K ﹤0.01%
+100
2769
$2K ﹤0.01%
+50
2770
$2K ﹤0.01%
+99
2771
$2K ﹤0.01%
+150
2772
$2K ﹤0.01%
+37
2773
$2K ﹤0.01%
+143
2774
$2K ﹤0.01%
+123
2775
$2K ﹤0.01%
+100
109 110
111
112 113