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
701
$187K ﹤0.01%
+4,329
702
$187K ﹤0.01%
+3,130
703
$187K ﹤0.01%
+5,420
704
$187K ﹤0.01%
+4,702
705
$186K ﹤0.01%
+4,667
706
$186K ﹤0.01%
+3,460
707
$186K ﹤0.01%
+9,425
708
$186K ﹤0.01%
+7,924
709
$184K ﹤0.01%
+6,188
710
$184K ﹤0.01%
+5,055
711
$184K ﹤0.01%
+8,539
712
$184K ﹤0.01%
+13,125
713
$184K ﹤0.01%
+1,666
714
$183K ﹤0.01%
+772
715
$183K ﹤0.01%
+44,000
716
$182K ﹤0.01%
+4,255
717
$182K ﹤0.01%
+12,275
718
$181K ﹤0.01%
+5,138
719
$181K ﹤0.01%
+704
720
$181K ﹤0.01%
+5,283
721
$181K ﹤0.01%
+3,024
722
$181K ﹤0.01%
+9,024
723
$179K ﹤0.01%
+2,096
724
$179K ﹤0.01%
+7,638
725
$179K ﹤0.01%
+47,795
27 28
29
30 31