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
626
$236K 0.01%
+15,721
627
$236K 0.01%
+5,699
628
$236K 0.01%
+2,747
629
$236K 0.01%
+20,996
630
$236K 0.01%
+1,044
631
$235K 0.01%
+2,397
632
$233K 0.01%
+4,831
633
$233K 0.01%
+10,356
634
$231K 0.01%
+11,162
635
$231K 0.01%
+8,285
636
$231K 0.01%
+3,557
637
$231K 0.01%
+8,700
638
$230K 0.01%
+7,389
639
$230K 0.01%
+4,717
640
$229K 0.01%
+5,441
641
$228K 0.01%
+6,982
642
$227K 0.01%
+535
643
$227K 0.01%
+12,609
644
$227K 0.01%
+4,377
645
$224K 0.01%
+8,139
646
$224K 0.01%
+5,633
647
$224K 0.01%
+5,126
648
$223K 0.01%
+6,501
649
$223K 0.01%
+4,410
650
$222K 0.01%
+5,929
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