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
2976
$1K ﹤0.01%
+30
2977
– –
0
2978
$1K ﹤0.01%
+78
2979
$1K ﹤0.01%
+23
2980
$1K ﹤0.01%
+100
2981
$1K ﹤0.01%
+75
2982
$1K ﹤0.01%
+100
2983
$1K ﹤0.01%
+123
2984
$1K ﹤0.01%
+7
2985
$1K ﹤0.01%
+300
2986
$1K ﹤0.01%
+300
2987
$1K ﹤0.01%
+100
2988
$1K ﹤0.01%
+100
2989
$1K ﹤0.01%
+50
2990
$0 ﹤0.01%
+106
2991
$0 ﹤0.01%
+500
2992
$0 ﹤0.01%
+7
2993
$0 ﹤0.01%
+10
2994
$0 ﹤0.01%
+14
2995
$0 ﹤0.01%
+6
2996
$0 ﹤0.01%
+43
2997
$0 ﹤0.01%
+5
2998
$0 ﹤0.01%
+17
2999
$0 ﹤0.01%
+30
3000
– –
0
118 119
120
121 122