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
26
$30.5M 0.71%
+189,859
27
$28.5M 0.66%
+451,419
28
$25.5M 0.59%
+515,668
29
$23.6M 0.55%
+112,547
30
$20.1M 0.47%
+498,114
31
$19.5M 0.45%
+1,366,649
32
$18.4M 0.43%
+204,331
33
$17.8M 0.41%
+437,456
34
$14.9M 0.35%
+412,022
35
$14.9M 0.35%
+556,681
36
$14.6M 0.34%
+322,544
37
$14.5M 0.34%
+419,684
38
$13.8M 0.32%
+171,904
39
$13.3M 0.31%
+73,021
40
$12.9M 0.3%
+246,869
41
$12.8M 0.3%
+482,752
42
$12.5M 0.29%
+112,520
43
$10.8M 0.25%
+445,112
44
$10.7M 0.25%
+107,738
45
$10.6M 0.25%
+122,991
46
$10.4M 0.24%
+88,242
47
$9.94M 0.23%
+197,433
48
$9.44M 0.22%
+56
49
$9.22M 0.21%
+163,530
50
$8.88M 0.21%
+273,476
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