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
451
$417K 0.01%
+6,831
452
$416K 0.01%
+3,799
453
$416K 0.01%
+11,068
454
$415K 0.01%
+16,990
455
$414K 0.01%
+9,685
456
$413K 0.01%
+9,245
457
$413K 0.01%
+12,004
458
$412K 0.01%
+8,510
459
$410K 0.01%
+5,662
460
$407K 0.01%
+11,300
461
$406K 0.01%
+10,121
462
$399K 0.01%
+14,608
463
$398K 0.01%
+7,741
464
$398K 0.01%
+13,534
465
$396K 0.01%
+19,682
466
$395K 0.01%
+9,283
467
$395K 0.01%
+5,064
468
$394K 0.01%
+10,498
469
$393K 0.01%
+16,405
470
$393K 0.01%
+12,298
471
$391K 0.01%
+16,185
472
$391K 0.01%
+8,145
473
$390K 0.01%
+12,614
474
$386K 0.01%
+13,460
475
$386K 0.01%
+9,777
17 18
19
20 21