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
801
$144K ﹤0.01%
+2,654
802
$144K ﹤0.01%
+51,032
803
$143K ﹤0.01%
+8,828
804
$143K ﹤0.01%
+1,017
805
$143K ﹤0.01%
+3,911
806
$142K ﹤0.01%
+2,136
807
$142K ﹤0.01%
+4,887
808
$142K ﹤0.01%
+8,474
809
$142K ﹤0.01%
+3,988
810
$141K ﹤0.01%
+9,671
811
$141K ﹤0.01%
+7,530
812
$141K ﹤0.01%
+6,592
813
$141K ﹤0.01%
+3,000
814
$141K ﹤0.01%
+6,915
815
$140K ﹤0.01%
+2,857
816
$140K ﹤0.01%
+7,146
817
$140K ﹤0.01%
+3,462
818
$140K ﹤0.01%
+1,621
819
$139K ﹤0.01%
+1,634
820
$139K ﹤0.01%
+7,754
821
$138K ﹤0.01%
+44,288
822
$138K ﹤0.01%
+4,800
823
$138K ﹤0.01%
+45,780
824
$138K ﹤0.01%
+7,199
825
$138K ﹤0.01%
+5,057
31 32
33
34 35