Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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
+$360M
2
+$357M
3
+$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

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 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$738K 0.02%
+13,234
302
$736K 0.02%
+11,934
303
$729K 0.02%
+21,510
304
$727K 0.02%
+11,102
305
$723K 0.02%
+7,320
306
$716K 0.02%
+9,264
307
$713K 0.02%
+33,948
308
$712K 0.02%
+17,406
309
$712K 0.02%
+10,627
310
$707K 0.02%
+35,060
311
$705K 0.02%
+40,796
312
$702K 0.02%
+11,296
313
$702K 0.02%
+17,466
314
$701K 0.02%
+12,583
315
$701K 0.02%
+99,924
316
$699K 0.02%
+15,345
317
$695K 0.02%
+38,109
318
$691K 0.02%
+16,711
319
$685K 0.02%
+11,819
320
$683K 0.02%
+16,811
321
$682K 0.02%
+88,840
322
$680K 0.02%
+21,461
323
$678K 0.02%
+14,230
324
$677K 0.02%
+50,776
325
$677K 0.02%
+20,890
11 12
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