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
3126
$0 ﹤0.01%
+11
3127
$0 ﹤0.01%
+11
3128
$0 ﹤0.01%
+24
3129
$0 ﹤0.01%
+15
3130
0
3131
$0 ﹤0.01%
+1
3132
$0 ﹤0.01%
+106
3133
$0 ﹤0.01%
+500
3134
$0 ﹤0.01%
+7
3135
$0 ﹤0.01%
+10
3136
$0 ﹤0.01%
+14
3137
$0 ﹤0.01%
+6
3138
$0 ﹤0.01%
+43
3139
$0 ﹤0.01%
+5
3140
$0 ﹤0.01%
+17
3141
$0 ﹤0.01%
+30
3142
0
3143
$0 ﹤0.01%
+125
3144
$0 ﹤0.01%
+17
3145
$0 ﹤0.01%
+206
3146
$0 ﹤0.01%
+50
3147
$0 ﹤0.01%
+7
3148
$0 ﹤0.01%
+150
3149
$0 ﹤0.01%
+400