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
651
$222K 0.01%
+37,725
652
$221K 0.01%
+15,000
653
$220K 0.01%
+12,810
654
$220K 0.01%
+3,938
655
$220K 0.01%
+1,333
656
$218K 0.01%
+10,539
657
$218K 0.01%
+3,119
658
$217K 0.01%
+3,625
659
$217K 0.01%
+15,350
660
$216K 0.01%
+3,895
661
$214K 0.01%
+1,630
662
$214K 0.01%
+9,502
663
$214K 0.01%
+9,317
664
$214K 0.01%
+45,000
665
$213K 0.01%
+6,164
666
$210K ﹤0.01%
+2,592
667
$210K ﹤0.01%
+4,867
668
$209K ﹤0.01%
+4,894
669
$209K ﹤0.01%
+28,516
670
$208K ﹤0.01%
+5,446
671
$208K ﹤0.01%
+2,806
672
$206K ﹤0.01%
+15,631
673
$206K ﹤0.01%
+11,240
674
$206K ﹤0.01%
+538
675
$205K ﹤0.01%
+1,939
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