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
2826
$2K ﹤0.01%
+200
2827
$2K ﹤0.01%
+100
2828
$2K ﹤0.01%
+150
2829
$2K ﹤0.01%
+717
2830
$2K ﹤0.01%
+73
2831
$2K ﹤0.01%
+40
2832
$2K ﹤0.01%
+100
2833
$2K ﹤0.01%
+162
2834
$2K ﹤0.01%
+25
2835
$2K ﹤0.01%
+189
2836
$2K ﹤0.01%
+400
2837
$2K ﹤0.01%
+190
2838
$2K ﹤0.01%
+300
2839
$2K ﹤0.01%
+1,000
2840
$2K ﹤0.01%
+315
2841
$2K ﹤0.01%
+1,000
2842
$2K ﹤0.01%
+100
2843
$2K ﹤0.01%
+2,000
2844
$2K ﹤0.01%
+8,900
2845
$2K ﹤0.01%
+48,899
2846
$2K ﹤0.01%
+300
2847
$2K ﹤0.01%
+400
2848
$2K ﹤0.01%
+330
2849
$2K ﹤0.01%
+200
2850
$1K ﹤0.01%
+300
112 113
114
115 116