Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$78.6M
3
+$69.5M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$55.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.7M

Top Sells

1
+$29.9M
2
+$21.8M
3
+$10M
4
GNTX icon
Gentex
GNTX
+$9.89M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.89M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4251
$1K ﹤0.01%
900
-100
4252
$1K ﹤0.01%
42
-189
4253
$1K ﹤0.01%
1,283
4254
$1K ﹤0.01%
+9
4255
$1K ﹤0.01%
22
-50
4256
$1K ﹤0.01%
83
4257
$1K ﹤0.01%
+18
4258
$1K ﹤0.01%
40
-100
4259
$1K ﹤0.01%
50
4260
$1K ﹤0.01%
+10
4261
$1K ﹤0.01%
53
4262
$1K ﹤0.01%
+35
4263
$1K ﹤0.01%
146
+46
4264
$1K ﹤0.01%
+14
4265
$1K ﹤0.01%
100
-776
4266
$1K ﹤0.01%
100
4267
$1K ﹤0.01%
40
4268
$1K ﹤0.01%
+500
4269
$1K ﹤0.01%
+12
4270
$1K ﹤0.01%
19
+14
4271
$1K ﹤0.01%
49
4272
$1K ﹤0.01%
164
4273
$1K ﹤0.01%
67
4274
$1K ﹤0.01%
+400
4275
$1K ﹤0.01%
20
-9,580
169 170
171
172 173