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
2776
$2K ﹤0.01%
+315
2777
$2K ﹤0.01%
+1,000
2778
$2K ﹤0.01%
+48,899
2779
$2K ﹤0.01%
+200
2780
$2K ﹤0.01%
+110
2781
$2K ﹤0.01%
+34
2782
$2K ﹤0.01%
+70
2783
$2K ﹤0.01%
+373
2784
$2K ﹤0.01%
+26
2785
$2K ﹤0.01%
+300
2786
$2K ﹤0.01%
+30
2787
$2K ﹤0.01%
+228
2788
$2K ﹤0.01%
+107
2789
$2K ﹤0.01%
+102
2790
$2K ﹤0.01%
+355
2791
$2K ﹤0.01%
+500
2792
$2K ﹤0.01%
+60
2793
$2K ﹤0.01%
+100
2794
$2K ﹤0.01%
+99
2795
$2K ﹤0.01%
+132
2796
$2K ﹤0.01%
+100
2797
$2K ﹤0.01%
+91
2798
$2K ﹤0.01%
+100
2799
$2K ﹤0.01%
+110
2800
$2K ﹤0.01%
+38
110 111
112
113 114