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
3126
$0 ﹤0.01%
+100
3127
$0 ﹤0.01%
+5
3128
$0 ﹤0.01%
+11
3129
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+22,560
3130
$0 ﹤0.01%
+179
3131
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+2
3132
0
3133
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+4
3134
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+109
3135
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+200
3136
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+30
3137
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+20
3138
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+25
3139
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3140
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+10
3141
$0 ﹤0.01%
+75
3142
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+19
3143
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+5
3144
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+55
3145
$0 ﹤0.01%
+11
3146
$0 ﹤0.01%
+11
3147
$0 ﹤0.01%
+24
3148
$0 ﹤0.01%
+15
3149
$0 ﹤0.01%
+1