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
526
$324K 0.01%
+12,873
527
$323K 0.01%
+7,188
528
$323K 0.01%
+7,215
529
$322K 0.01%
+9,353
530
$318K 0.01%
+3,559
531
$318K 0.01%
+8,011
532
$316K 0.01%
+12,875
533
$316K 0.01%
+4,888
534
$316K 0.01%
+24,937
535
$313K 0.01%
+6,177
536
$307K 0.01%
+6,580
537
$307K 0.01%
+11,057
538
$307K 0.01%
+6,584
539
$306K 0.01%
+10,242
540
$305K 0.01%
+102,284
541
$303K 0.01%
+27,476
542
$300K 0.01%
+10,000
543
$299K 0.01%
+7,127
544
$299K 0.01%
+239
545
$298K 0.01%
+16,669
546
$298K 0.01%
+5,058
547
$297K 0.01%
+8,163
548
$292K 0.01%
+872
549
$292K 0.01%
+11,804
550
$291K 0.01%
+25,313
20 21
22
23 24