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
826
$137K ﹤0.01%
+3,132
827
$137K ﹤0.01%
+5,618
828
$137K ﹤0.01%
+5,081
829
$137K ﹤0.01%
+4,150
830
$136K ﹤0.01%
+2,623
831
$136K ﹤0.01%
+3,150
832
$136K ﹤0.01%
+6,116
833
$135K ﹤0.01%
+142
834
$135K ﹤0.01%
+2,984
835
$135K ﹤0.01%
+4,077
836
$135K ﹤0.01%
+2,806
837
$135K ﹤0.01%
+3,038
838
$135K ﹤0.01%
+2,521
839
$135K ﹤0.01%
+6,080
840
$135K ﹤0.01%
+10,170
841
$134K ﹤0.01%
+2,106
842
$134K ﹤0.01%
+2,814
843
$134K ﹤0.01%
+2,783
844
$133K ﹤0.01%
+4,950
845
$133K ﹤0.01%
+5,270
846
$133K ﹤0.01%
+2,961
847
$132K ﹤0.01%
+2,618
848
$132K ﹤0.01%
+2,893
849
$132K ﹤0.01%
+5,500
850
$132K ﹤0.01%
+10,000
32 33
34
35 36