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
2851
$1K ﹤0.01%
+200
2852
$1K ﹤0.01%
+211
2853
$1K ﹤0.01%
+44
2854
$1K ﹤0.01%
+65
2855
$1K ﹤0.01%
+32
2856
$1K ﹤0.01%
+500
2857
$1K ﹤0.01%
+400
2858
$1K ﹤0.01%
+4,500
2859
$1K ﹤0.01%
+299
2860
$1K ﹤0.01%
+200
2861
$1K ﹤0.01%
+146
2862
$1K ﹤0.01%
+200
2863
$1K ﹤0.01%
+41
2864
$1K ﹤0.01%
+30
2865
$1K ﹤0.01%
+30
2866
$1K ﹤0.01%
+2,210
2867
$1K ﹤0.01%
+71
2868
$1K ﹤0.01%
+79
2869
$1K ﹤0.01%
+10
2870
$1K ﹤0.01%
+40
2871
$1K ﹤0.01%
+235
2872
$1K ﹤0.01%
+39
2873
$1K ﹤0.01%
+310
2874
$1K ﹤0.01%
+30
2875
$1K ﹤0.01%
+22