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
$4.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,220
New
Increased
Reduced
Closed

Top Buys

1
+$377M
2
+$358M
3
+$267M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$267M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$252M

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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$384K 0.01%
+25,711
477
$384K 0.01%
+12,821
478
$380K 0.01%
+8,265
479
$380K 0.01%
+3,497
480
$379K 0.01%
+7,333
481
$379K 0.01%
+50,430
482
$379K 0.01%
+3,674
483
$379K 0.01%
+7,000
484
$377K 0.01%
+9,106
485
$376K 0.01%
+12,128
486
$373K 0.01%
+22,600
487
$372K 0.01%
+5,662
488
$370K 0.01%
+34,955
489
$370K 0.01%
+7,562
490
$370K 0.01%
+4,416
491
$366K 0.01%
+27,250
492
$365K 0.01%
+14,722
493
$365K 0.01%
+26,663
494
$363K 0.01%
+5,752
495
$356K 0.01%
+12,085
496
$356K 0.01%
+8,916
497
$356K 0.01%
+8,521
498
$354K 0.01%
+7,430
499
$350K 0.01%
+16,297
500
$349K 0.01%
+29,767
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