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
551
$291K 0.01%
+27,030
552
$290K 0.01%
+19,767
553
$290K 0.01%
+3,712
554
$290K 0.01%
+2,861
555
$289K 0.01%
+7,779
556
$289K 0.01%
+8,682
557
$289K 0.01%
+7,993
558
$289K 0.01%
+19,581
559
$289K 0.01%
+7,147
560
$288K 0.01%
+4,534
561
$287K 0.01%
+6,605
562
$286K 0.01%
+5,592
563
$286K 0.01%
+4,343
564
$285K 0.01%
+5,295
565
$285K 0.01%
+67,250
566
$283K 0.01%
+4,953
567
$283K 0.01%
+5,019
568
$283K 0.01%
+6,728
569
$282K 0.01%
+14,596
570
$281K 0.01%
+6,854
571
$281K 0.01%
+2,914
572
$281K 0.01%
+8,201
573
$281K 0.01%
+2,811
574
$280K 0.01%
+21,743
575
$279K 0.01%
+4,591
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