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
901
$117K ﹤0.01%
+2,796
902
$117K ﹤0.01%
+2,338
903
$117K ﹤0.01%
+3,212
904
$117K ﹤0.01%
+3,123
905
$117K ﹤0.01%
+2,969
906
$116K ﹤0.01%
+15,797
907
$116K ﹤0.01%
+8,294
908
$116K ﹤0.01%
+10,968
909
$116K ﹤0.01%
+3,960
910
$116K ﹤0.01%
+1,746
911
$115K ﹤0.01%
+3,860
912
$115K ﹤0.01%
+4,154
913
$115K ﹤0.01%
+2,728
914
$115K ﹤0.01%
+4,180
915
$115K ﹤0.01%
+5,783
916
$115K ﹤0.01%
+1,848
917
$114K ﹤0.01%
+3,222
918
$114K ﹤0.01%
+6,882
919
$114K ﹤0.01%
+7,031
920
$114K ﹤0.01%
+9,630
921
$114K ﹤0.01%
+4,500
922
$113K ﹤0.01%
+3,705
923
$113K ﹤0.01%
+8,825
924
$113K ﹤0.01%
+2,802
925
$113K ﹤0.01%
+2,823
35 36
37
38 39