Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2801
$2K ﹤0.01%
+103
2802
$2K ﹤0.01%
+5
2803
$2K ﹤0.01%
+201
2804
$2K ﹤0.01%
+445
2805
$2K ﹤0.01%
+63
2806
$2K ﹤0.01%
+45
2807
$2K ﹤0.01%
+123
2808
$2K ﹤0.01%
+87
2809
$2K ﹤0.01%
+500
2810
$2K ﹤0.01%
+42
2811
$2K ﹤0.01%
+10
2812
$2K ﹤0.01%
+200
2813
$2K ﹤0.01%
+250
2814
$2K ﹤0.01%
+100
2815
$2K ﹤0.01%
+125
2816
$2K ﹤0.01%
+500
2817
$2K ﹤0.01%
+103
2818
$2K ﹤0.01%
+130
2819
$2K ﹤0.01%
+40
2820
$2K ﹤0.01%
+67
2821
$2K ﹤0.01%
+200
2822
$2K ﹤0.01%
+100
2823
$2K ﹤0.01%
+150
2824
$2K ﹤0.01%
+717
2825
$2K ﹤0.01%
+73
111 112
113
114 115