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
326
$676K 0.02%
+39,574
327
$673K 0.02%
+10,220
328
$667K 0.02%
+21,718
329
$666K 0.02%
+3,847
330
$665K 0.02%
+11,030
331
$664K 0.02%
+3,085
332
$664K 0.02%
+46,970
333
$663K 0.02%
+6,302
334
$662K 0.02%
+29,600
335
$661K 0.02%
+18,536
336
$661K 0.02%
+7,894
337
$660K 0.02%
+17,280
338
$651K 0.02%
+14,913
339
$649K 0.02%
+12,563
340
$645K 0.02%
+18,742
341
$642K 0.01%
+29,477
342
$642K 0.01%
+4,319
343
$634K 0.01%
+45,504
344
$632K 0.01%
+23,405
345
$631K 0.01%
+9,549
346
$625K 0.01%
+10,789
347
$622K 0.01%
+13,882
348
$621K 0.01%
+21,590
349
$621K 0.01%
+118,512
350
$620K 0.01%
+24,786
12 13
14
15 16