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
3026
$0 ﹤0.01%
+3
3027
$0 ﹤0.01%
+400
3028
$0 ﹤0.01%
+2
3029
$0 ﹤0.01%
+3
3030
$0 ﹤0.01%
+8,900
3031
$0 ﹤0.01%
+10
3032
$0 ﹤0.01%
+2
3033
$0 ﹤0.01%
+11
3034
$0 ﹤0.01%
+16
3035
$0 ﹤0.01%
+4
3036
0
3037
$0 ﹤0.01%
+215
3038
$0 ﹤0.01%
+2
3039
$0 ﹤0.01%
+24
3040
$0 ﹤0.01%
+10
3041
$0 ﹤0.01%
+40
3042
$0 ﹤0.01%
+4
3043
$0 ﹤0.01%
+1
3044
$0 ﹤0.01%
+16
3045
$0 ﹤0.01%
+7
3046
$0 ﹤0.01%
+10
3047
$0 ﹤0.01%
+11
3048
$0 ﹤0.01%
+3
3049
$0 ﹤0.01%
+25
3050
$0 ﹤0.01%
+55