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
2876
$1K ﹤0.01%
+65
2877
$1K ﹤0.01%
+200
2878
$1K ﹤0.01%
+14
2879
$1K ﹤0.01%
+372
2880
$1K ﹤0.01%
+282
2881
$1K ﹤0.01%
+32
2882
$1K ﹤0.01%
+200
2883
$1K ﹤0.01%
+39
2884
$1K ﹤0.01%
+20
2885
$1K ﹤0.01%
+10
2886
$1K ﹤0.01%
+33
2887
$1K ﹤0.01%
+70
2888
$1K ﹤0.01%
+66
2889
$1K ﹤0.01%
+107
2890
$1K ﹤0.01%
+2
2891
$1K ﹤0.01%
+115
2892
$1K ﹤0.01%
+46
2893
$1K ﹤0.01%
+30
2894
$1K ﹤0.01%
+38
2895
$1K ﹤0.01%
+150
2896
$1K ﹤0.01%
+10
2897
$1K ﹤0.01%
+42
2898
$1K ﹤0.01%
+7
2899
$1K ﹤0.01%
+5
2900
$1K ﹤0.01%
+37