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
426
$464K 0.01%
+7,387
427
$464K 0.01%
+10,155
428
$462K 0.01%
+24,610
429
$455K 0.01%
+7,724
430
$454K 0.01%
+14,620
431
$453K 0.01%
+9,759
432
$451K 0.01%
+19,469
433
$445K 0.01%
+7,335
434
$444K 0.01%
+7,691
435
$438K 0.01%
+3,891
436
$437K 0.01%
+41,805
437
$437K 0.01%
+3,803
438
$437K 0.01%
+33,205
439
$436K 0.01%
+33,426
440
$436K 0.01%
+16,938
441
$434K 0.01%
+11,210
442
$434K 0.01%
+113
443
$429K 0.01%
+6,476
444
$428K 0.01%
+35,797
445
$425K 0.01%
+5,357
446
$425K 0.01%
+3,370
447
$422K 0.01%
+4,890
448
$422K 0.01%
+6,038
449
$421K 0.01%
+11,842
450
$420K 0.01%
+8,616
16 17
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