Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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
+$360M
2
+$357M
3
+$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

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 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$836K 0.02%
+52,747
277
$836K 0.02%
+38,614
278
$828K 0.02%
+31,750
279
$826K 0.02%
+44,868
280
$817K 0.02%
+10,788
281
$817K 0.02%
+114,120
282
$810K 0.02%
+16,836
283
$810K 0.02%
+33,385
284
$804K 0.02%
+10,985
285
$803K 0.02%
+26,600
286
$792K 0.02%
+7,209
287
$780K 0.02%
+18,552
288
$778K 0.02%
+67,920
289
$772K 0.02%
+46,995
290
$771K 0.02%
+7,493
291
$768K 0.02%
+9,157
292
$766K 0.02%
+70
293
$753K 0.02%
+15,979
294
$753K 0.02%
+26,988
295
$752K 0.02%
+79,790
296
$751K 0.02%
+33,418
297
$746K 0.02%
+63,650
298
$745K 0.02%
+55,200
299
$742K 0.02%
+61,915
300
$739K 0.02%
+11,670
10 11
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