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
51
$8.86M 0.21%
+107,123
52
$8.53M 0.2%
+176,577
53
$8.3M 0.19%
+107,773
54
$8.25M 0.19%
+100,815
55
$8.02M 0.19%
+92,593
56
$7.83M 0.18%
+229,275
57
$7.58M 0.18%
+130,055
58
$7.41M 0.17%
+167,163
59
$7.19M 0.17%
+299,276
60
$6.95M 0.16%
+165,073
61
$6.85M 0.16%
+90,247
62
$6.76M 0.16%
+193,263
63
$6.7M 0.16%
+126,820
64
$6.64M 0.15%
+267,555
65
$6.53M 0.15%
+344,380
66
$6.46M 0.15%
+60,223
67
$6.39M 0.15%
+144,900
68
$6.34M 0.15%
+81,822
69
$6.34M 0.15%
+119,698
70
$6.08M 0.14%
+278,037
71
$5.99M 0.14%
+387,009
72
$5.62M 0.13%
+183,080
73
$5.58M 0.13%
+62,468
74
$5.57M 0.13%
+138,969
75
$5.38M 0.13%
+45,214
1 2
3
4 5