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
876
$124K ﹤0.01%
+1,966
877
$123K ﹤0.01%
+349,760
878
$123K ﹤0.01%
+2,068
879
$123K ﹤0.01%
+3,785
880
$122K ﹤0.01%
+2,129
881
$122K ﹤0.01%
+15,207
882
$122K ﹤0.01%
+3,611
883
$122K ﹤0.01%
+25,721
884
$121K ﹤0.01%
+2,185
885
$121K ﹤0.01%
+5,500
886
$121K ﹤0.01%
+5,438
887
$121K ﹤0.01%
+3,811
888
$121K ﹤0.01%
+3,957
889
$121K ﹤0.01%
+964
890
$120K ﹤0.01%
+2,904
891
$120K ﹤0.01%
+1,467
892
$120K ﹤0.01%
+7,704
893
$120K ﹤0.01%
+3,000
894
$120K ﹤0.01%
+2,747
895
$119K ﹤0.01%
+3,045
896
$119K ﹤0.01%
+7,999
897
$118K ﹤0.01%
+1,833
898
$118K ﹤0.01%
+2,670
899
$118K ﹤0.01%
+7,148
900
$118K ﹤0.01%
+11,767
34 35
36
37 38