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
3101
$0 ﹤0.01%
+20
3102
$0 ﹤0.01%
+13
3103
0
3104
0
3105
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3106
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+30
3107
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+24
3108
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+4
3109
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+12
3110
$0 ﹤0.01%
+4
3111
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+6
3112
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+10
3113
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3114
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3115
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3116
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3117
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3118
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+3
3119
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+50
3120
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3121
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+65
3122
$0 ﹤0.01%
+3
3123
0
3124
$0 ﹤0.01%
+4
3125
$0 ﹤0.01%
+120