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
576
$278K 0.01%
+5,894
577
$277K 0.01%
+9,054
578
$277K 0.01%
+9,000
579
$276K 0.01%
+5,766
580
$275K 0.01%
+11,516
581
$274K 0.01%
+29,526
582
$274K 0.01%
+12,158
583
$273K 0.01%
+24,366
584
$273K 0.01%
+7,157
585
$273K 0.01%
+3,611
586
$272K 0.01%
+10,816
587
$270K 0.01%
+5,884
588
$269K 0.01%
+10,769
589
$268K 0.01%
+3,525
590
$268K 0.01%
+5,059
591
$268K 0.01%
+41,701
592
$267K 0.01%
+18,750
593
$266K 0.01%
+7,809
594
$266K 0.01%
+35,632
595
$264K 0.01%
+3,225
596
$264K 0.01%
+2,190
597
$264K 0.01%
+2,186
598
$262K 0.01%
+14,533
599
$262K 0.01%
+4,308
600
$261K 0.01%
+5,042
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