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
851
$131K ﹤0.01%
+2,644
852
$131K ﹤0.01%
+2,613
853
$131K ﹤0.01%
+7,308
854
$130K ﹤0.01%
+3,800
855
$129K ﹤0.01%
+9,237
856
$129K ﹤0.01%
+3,425
857
$129K ﹤0.01%
+16,356
858
$129K ﹤0.01%
+2,237
859
$129K ﹤0.01%
+5,936
860
$128K ﹤0.01%
+1,506
861
$128K ﹤0.01%
+7,310
862
$128K ﹤0.01%
+3,903
863
$127K ﹤0.01%
+12,500
864
$127K ﹤0.01%
+618
865
$127K ﹤0.01%
+13,565
866
$127K ﹤0.01%
+6,706
867
$127K ﹤0.01%
+1,895
868
$126K ﹤0.01%
+3,315
869
$125K ﹤0.01%
+25,000
870
$124K ﹤0.01%
+5,215
871
$124K ﹤0.01%
+32,332
872
$124K ﹤0.01%
+3,191
873
$124K ﹤0.01%
+2,199
874
$124K ﹤0.01%
+1,690
875
$124K ﹤0.01%
+19,842
33 34
35
36 37