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
351
$619K 0.01%
+6,815
352
$616K 0.01%
+21,543
353
$614K 0.01%
+10,168
354
$613K 0.01%
+26,221
355
$610K 0.01%
+13,462
356
$608K 0.01%
+10,279
357
$604K 0.01%
+37,848
358
$602K 0.01%
+34,750
359
$601K 0.01%
+8,834
360
$599K 0.01%
+13,129
361
$598K 0.01%
+57,999
362
$598K 0.01%
+7,100
363
$597K 0.01%
+6,512
364
$597K 0.01%
+13,146
365
$595K 0.01%
+6,235
366
$594K 0.01%
+11,538
367
$588K 0.01%
+26,888
368
$587K 0.01%
+10,431
369
$582K 0.01%
+91,826
370
$579K 0.01%
+12,653
371
$578K 0.01%
+10,998
372
$574K 0.01%
+36,474
373
$573K 0.01%
+10,292
374
$571K 0.01%
+8,582
375
$570K 0.01%
+9,340
13 14
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