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
2951
$1K ﹤0.01%
+57
2952
$1K ﹤0.01%
+107
2953
$1K ﹤0.01%
+172
2954
$1K ﹤0.01%
+200
2955
$1K ﹤0.01%
+100
2956
$1K ﹤0.01%
+83
2957
$1K ﹤0.01%
+238
2958
$1K ﹤0.01%
+42
2959
$1K ﹤0.01%
+200
2960
$1K ﹤0.01%
+30
2961
$1K ﹤0.01%
+811
2962
– –
0
2963
$1K ﹤0.01%
+78
2964
$1K ﹤0.01%
+100
2965
$1K ﹤0.01%
+75
2966
$1K ﹤0.01%
+100
2967
$1K ﹤0.01%
+123
2968
$1K ﹤0.01%
+7
2969
$1K ﹤0.01%
+300
2970
$1K ﹤0.01%
+300
2971
$1K ﹤0.01%
+18
2972
$1K ﹤0.01%
+600
2973
$1K ﹤0.01%
+100
2974
$1K ﹤0.01%
+100
2975
$1K ﹤0.01%
+2,210
117 118
119
120 121