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
676
$205K ﹤0.01%
+20,857
677
$205K ﹤0.01%
+14,700
678
$204K ﹤0.01%
+4,016
679
$204K ﹤0.01%
+3,678
680
$203K ﹤0.01%
+5,150
681
$203K ﹤0.01%
+5,830
682
$203K ﹤0.01%
+2,142
683
$202K ﹤0.01%
+5,835
684
$202K ﹤0.01%
+9,573
685
$201K ﹤0.01%
+6,573
686
$200K ﹤0.01%
+41,744
687
$200K ﹤0.01%
+5,304
688
$199K ﹤0.01%
+27,866
689
$198K ﹤0.01%
+11,024
690
$198K ﹤0.01%
+16,403
691
$197K ﹤0.01%
+9,838
692
$196K ﹤0.01%
+4,170
693
$195K ﹤0.01%
+5,625
694
$194K ﹤0.01%
+9,081
695
$194K ﹤0.01%
+5,198
696
$193K ﹤0.01%
+3,615
697
$192K ﹤0.01%
+4,269
698
$191K ﹤0.01%
+11,139
699
$191K ﹤0.01%
+13,000
700
$191K ﹤0.01%
+5,529
26 27
28
29 30