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
401
$507K 0.01%
+30,598
402
$505K 0.01%
+31,655
403
$499K 0.01%
+19,941
404
$496K 0.01%
+11,303
405
$495K 0.01%
+31,950
406
$494K 0.01%
+19,530
407
$493K 0.01%
+17,775
408
$492K 0.01%
+25,021
409
$491K 0.01%
+14,377
410
$491K 0.01%
+10,105
411
$488K 0.01%
+13,249
412
$486K 0.01%
+6,675
413
$481K 0.01%
+13,837
414
$480K 0.01%
+10,274
415
$479K 0.01%
+11,060
416
$478K 0.01%
+31,988
417
$477K 0.01%
+13,310
418
$476K 0.01%
+15,196
419
$476K 0.01%
+8,130
420
$474K 0.01%
+5,988
421
$472K 0.01%
+5,672
422
$472K 0.01%
+43,716
423
$467K 0.01%
+10,455
424
$467K 0.01%
+5,804
425
$465K 0.01%
+18,456
15 16
17
18 19