Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
4276
$1K ﹤0.01%
18
4277
$1K ﹤0.01%
12
-345
4278
$1K ﹤0.01%
+50
4279
$1K ﹤0.01%
+15
4280
$1K ﹤0.01%
+1
4281
$1K ﹤0.01%
280
4282
$1K ﹤0.01%
88
4283
$1K ﹤0.01%
77
4284
– –
0
4285
$1K ﹤0.01%
+9
4286
$1K ﹤0.01%
200
+167
4287
$1K ﹤0.01%
8
4288
$1K ﹤0.01%
+107
4289
$1K ﹤0.01%
850
+750
4290
$1K ﹤0.01%
200
4291
– –
0
4292
$1K ﹤0.01%
10
4293
$1K ﹤0.01%
300
-5,000
4294
$1K ﹤0.01%
3
4295
– –
0
4296
$1K ﹤0.01%
200
4297
$1K ﹤0.01%
+36
4298
$1K ﹤0.01%
300
4299
$1K ﹤0.01%
200
4300
$1K ﹤0.01%
27
170 171
172
173 174