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
3026
$0 ﹤0.01%
+7
3027
$0 ﹤0.01%
+3
3028
$0 ﹤0.01%
+12
3029
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+75
3030
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+19
3031
$0 ﹤0.01%
+35
3032
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+6
3033
0
3034
$0 ﹤0.01%
+2
3035
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+3
3036
0
3037
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+1
3038
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+48
3039
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+400
3040
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3041
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3042
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3043
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3044
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3045
0
3046
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+66
3047
0
3048
$0 ﹤0.01%
+8
3049
$0 ﹤0.01%
+34
3050
$0 ﹤0.01%
+18