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
2901
$1K ﹤0.01%
+200
2902
$1K ﹤0.01%
+191
2903
$1K ﹤0.01%
+58
2904
$1K ﹤0.01%
+40
2905
$1K ﹤0.01%
+80
2906
$1K ﹤0.01%
+12
2907
$1K ﹤0.01%
+107
2908
$1K ﹤0.01%
+83
2909
$1K ﹤0.01%
+200
2910
$1K ﹤0.01%
+811
2911
$1K ﹤0.01%
+150
2912
$1K ﹤0.01%
+18
2913
$1K ﹤0.01%
+600
2914
$1K ﹤0.01%
+400
2915
$1K ﹤0.01%
+225
2916
$1K ﹤0.01%
+400
2917
$1K ﹤0.01%
+377
2918
$1K ﹤0.01%
+800
2919
$1K ﹤0.01%
+159
2920
$1K ﹤0.01%
+284
2921
$1K ﹤0.01%
+300
2922
$1K ﹤0.01%
+6
2923
$1K ﹤0.01%
+30
2924
$1K ﹤0.01%
+416
2925
$1K ﹤0.01%
+950