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
2776
$2K ﹤0.01%
+132
2777
$2K ﹤0.01%
+100
2778
$2K ﹤0.01%
+107
2779
$2K ﹤0.01%
+91
2780
$2K ﹤0.01%
+100
2781
$2K ﹤0.01%
+110
2782
$2K ﹤0.01%
+38
2783
$2K ﹤0.01%
+408
2784
$2K ﹤0.01%
+125
2785
$2K ﹤0.01%
+1,306
2786
$2K ﹤0.01%
+97
2787
$2K ﹤0.01%
+40
2788
$2K ﹤0.01%
+74
2789
$2K ﹤0.01%
+40
2790
$2K ﹤0.01%
+600
2791
$2K ﹤0.01%
+26
2792
$2K ﹤0.01%
+204
2793
$2K ﹤0.01%
+1,035
2794
$2K ﹤0.01%
+500
2795
$2K ﹤0.01%
+200
2796
$2K ﹤0.01%
+260
2797
– –
0
2798
$2K ﹤0.01%
+60
2799
$2K ﹤0.01%
+400
2800
$2K ﹤0.01%
+24
110 111
112
113 114