Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2926
$1K ﹤0.01%
+107
2927
$1K ﹤0.01%
+115
2928
$1K ﹤0.01%
+46
2929
$1K ﹤0.01%
+30
2930
$1K ﹤0.01%
+33
2931
$1K ﹤0.01%
+38
2932
$1K ﹤0.01%
+150
2933
$1K ﹤0.01%
+95
2934
$1K ﹤0.01%
+73
2935
$1K ﹤0.01%
+26
2936
$1K ﹤0.01%
+2
2937
$1K ﹤0.01%
+10
2938
$1K ﹤0.01%
+42
2939
$1K ﹤0.01%
+7
2940
$1K ﹤0.01%
+5
2941
$1K ﹤0.01%
+37
2942
$1K ﹤0.01%
+200
2943
$1K ﹤0.01%
+191
2944
$1K ﹤0.01%
+58
2945
$1K ﹤0.01%
+40
2946
$1K ﹤0.01%
+80
2947
$1K ﹤0.01%
+12
2948
$1K ﹤0.01%
+43
2949
$1K ﹤0.01%
+100
2950
$1K ﹤0.01%
+100