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
776
$149K ﹤0.01%
+2,386
777
$148K ﹤0.01%
+13,112
778
$148K ﹤0.01%
+4,128
779
$148K ﹤0.01%
+25,264
780
$148K ﹤0.01%
+2,012
781
$147K ﹤0.01%
+3,096
782
$147K ﹤0.01%
+5,480
783
$147K ﹤0.01%
+6,502
784
$147K ﹤0.01%
+1,160
785
$147K ﹤0.01%
+4,011
786
$147K ﹤0.01%
+3,382
787
$146K ﹤0.01%
+18,563
788
$146K ﹤0.01%
+13,332
789
$146K ﹤0.01%
+8,495
790
$146K ﹤0.01%
+3,405
791
$145K ﹤0.01%
+19,850
792
$145K ﹤0.01%
+15,349
793
$145K ﹤0.01%
+2,679
794
$145K ﹤0.01%
+3,426
795
$145K ﹤0.01%
+6,500
796
$145K ﹤0.01%
+3,189
797
$144K ﹤0.01%
+2,167
798
$144K ﹤0.01%
+6,366
799
$144K ﹤0.01%
+4,844
800
$144K ﹤0.01%
+896
30 31
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