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
2801
$2K ﹤0.01%
+125
2802
$2K ﹤0.01%
+100
2803
$2K ﹤0.01%
+300
2804
$2K ﹤0.01%
+10
2805
$2K ﹤0.01%
+96
2806
$2K ﹤0.01%
+109
2807
$2K ﹤0.01%
+300
2808
$2K ﹤0.01%
+52
2809
$2K ﹤0.01%
+100
2810
$2K ﹤0.01%
+400
2811
$2K ﹤0.01%
+150
2812
$2K ﹤0.01%
+130
2813
$2K ﹤0.01%
+1,100
2814
$2K ﹤0.01%
+61
2815
$2K ﹤0.01%
+103
2816
$2K ﹤0.01%
+5
2817
$2K ﹤0.01%
+200
2818
$2K ﹤0.01%
+250
2819
$2K ﹤0.01%
+100
2820
$2K ﹤0.01%
+125
2821
$2K ﹤0.01%
+500
2822
$2K ﹤0.01%
+103
2823
$2K ﹤0.01%
+130
2824
$2K ﹤0.01%
+40
2825
$2K ﹤0.01%
+67
111 112
113
114 115