Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
3051
$0 ﹤0.01%
+24
3052
$0 ﹤0.01%
+4
3053
$0 ﹤0.01%
+12
3054
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3055
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+6
3056
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+10
3057
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+6
3058
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+10
3059
$0 ﹤0.01%
+14
3060
$0 ﹤0.01%
+8
3061
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3062
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3063
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3064
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+100
3065
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+55
3066
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+120
3067
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+100
3068
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3069
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+9
3070
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+11
3071
$0 ﹤0.01%
+22,560
3072
$0 ﹤0.01%
+179
3073
$0 ﹤0.01%
+2
3074
$0 ﹤0.01%
+8
3075
$0 ﹤0.01%
+8