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
926
$113K ﹤0.01%
+148
927
$113K ﹤0.01%
+6,532
928
$113K ﹤0.01%
+8,198
929
$112K ﹤0.01%
+14,795
930
$112K ﹤0.01%
+2,140
931
$112K ﹤0.01%
+1,732
932
$112K ﹤0.01%
+1,468
933
$111K ﹤0.01%
+5,046
934
$111K ﹤0.01%
+7,893
935
$110K ﹤0.01%
+1,303
936
$110K ﹤0.01%
+403
937
$109K ﹤0.01%
+1,946
938
$109K ﹤0.01%
+3,588
939
$109K ﹤0.01%
+2,100
940
$108K ﹤0.01%
+1,649
941
$108K ﹤0.01%
+4,614
942
$108K ﹤0.01%
+14,434
943
$108K ﹤0.01%
+4,867
944
$108K ﹤0.01%
+1,666
945
$107K ﹤0.01%
+559
946
$107K ﹤0.01%
+1,500
947
$107K ﹤0.01%
+3,696
948
$107K ﹤0.01%
+1,767
949
$107K ﹤0.01%
+1,100
950
$107K ﹤0.01%
+3,154
36 37
38
39 40