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
951
$107K ﹤0.01%
+21,802
952
$106K ﹤0.01%
+2,305
953
$106K ﹤0.01%
+3,691
954
$106K ﹤0.01%
+1,908
955
$106K ﹤0.01%
+8,400
956
$106K ﹤0.01%
+9,015
957
$106K ﹤0.01%
+3,215
958
$106K ﹤0.01%
+4,036
959
$106K ﹤0.01%
+10,514
960
$106K ﹤0.01%
+4,399
961
$105K ﹤0.01%
+3,825
962
$105K ﹤0.01%
+3,689
963
$105K ﹤0.01%
+3,787
964
$105K ﹤0.01%
+4,246
965
$105K ﹤0.01%
+3,000
966
$105K ﹤0.01%
+2,840
967
$105K ﹤0.01%
+1,328
968
$105K ﹤0.01%
+59,767
969
$104K ﹤0.01%
+5,424
970
$104K ﹤0.01%
+10,898
971
$104K ﹤0.01%
+9,478
972
$104K ﹤0.01%
+1,169
973
$104K ﹤0.01%
+23,810
974
$104K ﹤0.01%
+12,220
975
$103K ﹤0.01%
+20,034
37 38
39
40 41