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
501
$349K 0.01%
+10,112
502
$348K 0.01%
+30,100
503
$348K 0.01%
+4,777
504
$347K 0.01%
+8,822
505
$346K 0.01%
+31,290
506
$346K 0.01%
+23,708
507
$344K 0.01%
+4,061
508
$343K 0.01%
+9,008
509
$341K 0.01%
+6,037
510
$341K 0.01%
+8,311
511
$339K 0.01%
+5,613
512
$339K 0.01%
+10,596
513
$334K 0.01%
+7,423
514
$334K 0.01%
+2,991
515
$334K 0.01%
+7,555
516
$330K 0.01%
+15,253
517
$330K 0.01%
+7,233
518
$329K 0.01%
+8,300
519
$329K 0.01%
+15,000
520
$329K 0.01%
+9,400
521
$328K 0.01%
+9,708
522
$327K 0.01%
+7,100
523
$327K 0.01%
+11,463
524
$325K 0.01%
+6,690
525
$324K 0.01%
+3,364
19 20
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