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
376
$569K 0.01%
+6,374
377
$569K 0.01%
+754
378
$568K 0.01%
+14,083
379
$566K 0.01%
+3,858
380
$561K 0.01%
+3,698
381
$557K 0.01%
+40,767
382
$554K 0.01%
+67,646
383
$554K 0.01%
+67,732
384
$552K 0.01%
+5,089
385
$551K 0.01%
+17,096
386
$540K 0.01%
+10,916
387
$540K 0.01%
+6,379
388
$539K 0.01%
+12,028
389
$536K 0.01%
+2,307
390
$535K 0.01%
+10,060
391
$533K 0.01%
+6,206
392
$525K 0.01%
+16,488
393
$524K 0.01%
+51,697
394
$522K 0.01%
+68,578
395
$520K 0.01%
+51,318
396
$517K 0.01%
+2,365
397
$514K 0.01%
+7,055
398
$513K 0.01%
+6,083
399
$512K 0.01%
+12,500
400
$509K 0.01%
+4,725
14 15
16
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