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
76
$5.21M 0.12%
+237,607
77
$5.16M 0.12%
+401,525
78
$5.13M 0.12%
+50,706
79
$5.1M 0.12%
+83,508
80
$5.04M 0.12%
+65,340
81
$4.85M 0.11%
+58,768
82
$4.52M 0.11%
+67,020
83
$4.5M 0.1%
+100,700
84
$4.2M 0.1%
+69,453
85
$4.16M 0.1%
+170,749
86
$4.11M 0.1%
+99,563
87
$4.1M 0.1%
+41,595
88
$3.99M 0.09%
+60,173
89
$3.75M 0.09%
+67,218
90
$3.7M 0.09%
+36,103
91
$3.69M 0.09%
+51,212
92
$3.59M 0.08%
+71,937
93
$3.31M 0.08%
+72,496
94
$3.31M 0.08%
+51,664
95
$3.2M 0.07%
+44,935
96
$3.13M 0.07%
+75,772
97
$3.13M 0.07%
+70,873
98
$3.09M 0.07%
+39,565
99
$3.01M 0.07%
+62,761
100
$2.88M 0.07%
+205,442
2 3
4
5 6