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
601
$258K 0.01%
+7,937
602
$258K 0.01%
+3,528
603
$258K 0.01%
+11,125
604
$256K 0.01%
+2,971
605
$256K 0.01%
+27,764
606
$256K 0.01%
+5,620
607
$254K 0.01%
+3,575
608
$251K 0.01%
+10,679
609
$247K 0.01%
+4,253
610
$245K 0.01%
+30,800
611
$245K 0.01%
+2,402
612
$245K 0.01%
+2,984
613
$245K 0.01%
+29,082
614
$244K 0.01%
+19,700
615
$244K 0.01%
+10,916
616
$241K 0.01%
+1,669
617
$241K 0.01%
+16,000
618
$241K 0.01%
+4,916
619
$240K 0.01%
+3,611
620
$240K 0.01%
+11,995
621
$239K 0.01%
+5,255
622
$239K 0.01%
+4,275
623
$239K 0.01%
+5,765
624
$238K 0.01%
+3,830
625
$238K 0.01%
+7,449
23 24
25
26 27