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
3051
$0 ﹤0.01%
+9
3052
$0 ﹤0.01%
+8
3053
$0 ﹤0.01%
+10
3054
$0 ﹤0.01%
+8
3055
$0 ﹤0.01%
+20
3056
$0 ﹤0.01%
+4
3057
$0 ﹤0.01%
+16
3058
$0 ﹤0.01%
+16
3059
– –
0
3060
$0 ﹤0.01%
+100
3061
– –
0
3062
$0 ﹤0.01%
+125
3063
$0 ﹤0.01%
+17
3064
$0 ﹤0.01%
+50
3065
$0 ﹤0.01%
+400
3066
$0 ﹤0.01%
+28
3067
$0 ﹤0.01%
+8
3068
$0 ﹤0.01%
+200
3069
$0 ﹤0.01%
+71
3070
$0 ﹤0.01%
+49
3071
$0 ﹤0.01%
+2,700
3072
$0 ﹤0.01%
+100
3073
$0 ﹤0.01%
+59
3074
$0 ﹤0.01%
+7
3075
$0 ﹤0.01%
+75
121 122
123
124 125