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
726
$179K ﹤0.01%
+3,756
727
$179K ﹤0.01%
+43,427
728
$178K ﹤0.01%
+3,002
729
$178K ﹤0.01%
+5,650
730
$177K ﹤0.01%
+3,503
731
$177K ﹤0.01%
+12,344
732
$175K ﹤0.01%
+1,659
733
$175K ﹤0.01%
+4,302
734
$175K ﹤0.01%
+1,584
735
$172K ﹤0.01%
+2,633
736
$172K ﹤0.01%
+24,079
737
$171K ﹤0.01%
+10,705
738
$171K ﹤0.01%
+12,584
739
$171K ﹤0.01%
+7,092
740
$171K ﹤0.01%
+2,560
741
$170K ﹤0.01%
+2,909
742
$170K ﹤0.01%
+10,000
743
$169K ﹤0.01%
+5,292
744
$167K ﹤0.01%
+2,158
745
$167K ﹤0.01%
+4,155
746
$166K ﹤0.01%
+26,362
747
$165K ﹤0.01%
+1,984
748
$164K ﹤0.01%
+730
749
$162K ﹤0.01%
+2,226
750
$162K ﹤0.01%
+3,093
28 29
30
31 32