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
3101
$0 ﹤0.01%
+11
3102
$0 ﹤0.01%
+22,560
3103
$0 ﹤0.01%
+179
3104
$0 ﹤0.01%
+2
3105
$0 ﹤0.01%
+8
3106
$0 ﹤0.01%
+10
3107
$0 ﹤0.01%
+8
3108
$0 ﹤0.01%
+20
3109
$0 ﹤0.01%
+4
3110
0
3111
$0 ﹤0.01%
+4
3112
$0 ﹤0.01%
+16
3113
$0 ﹤0.01%
+109
3114
$0 ﹤0.01%
+200
3115
$0 ﹤0.01%
+30
3116
$0 ﹤0.01%
+20
3117
$0 ﹤0.01%
+16
3118
0
3119
$0 ﹤0.01%
+25
3120
$0 ﹤0.01%
+10
3121
$0 ﹤0.01%
+75
3122
$0 ﹤0.01%
+100
3123
$0 ﹤0.01%
+19
3124
$0 ﹤0.01%
+5
3125
$0 ﹤0.01%
+55