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
2776
$2K ﹤0.01%
+60
2777
$2K ﹤0.01%
+400
2778
$2K ﹤0.01%
+10
2779
$2K ﹤0.01%
+96
2780
$2K ﹤0.01%
+109
2781
$2K ﹤0.01%
+300
2782
$2K ﹤0.01%
+52
2783
$2K ﹤0.01%
+100
2784
$2K ﹤0.01%
+400
2785
$2K ﹤0.01%
+150
2786
$2K ﹤0.01%
+130
2787
$2K ﹤0.01%
+1,100
2788
$2K ﹤0.01%
+61
2789
$2K ﹤0.01%
+103
2790
$2K ﹤0.01%
+5
2791
$2K ﹤0.01%
+445
2792
$2K ﹤0.01%
+45
2793
$2K ﹤0.01%
+123
2794
$2K ﹤0.01%
+87
2795
$2K ﹤0.01%
+500
2796
$2K ﹤0.01%
+42
2797
$2K ﹤0.01%
+10
2798
$2K ﹤0.01%
+200
2799
$2K ﹤0.01%
+250
2800
$2K ﹤0.01%
+100
110 111
112
113 114