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
976
$103K ﹤0.01%
+4,235
977
$103K ﹤0.01%
+1,389
978
$102K ﹤0.01%
+1,144
979
$102K ﹤0.01%
+1,950
980
$102K ﹤0.01%
+3,981
981
$102K ﹤0.01%
+2,346
982
$101K ﹤0.01%
+8,771
983
$101K ﹤0.01%
+3,153
984
$101K ﹤0.01%
+5,315
985
$100K ﹤0.01%
+6,214
986
$100K ﹤0.01%
+10,388
987
$100K ﹤0.01%
+1,450
988
$100K ﹤0.01%
+35,351
989
$100K ﹤0.01%
+4,574
990
$100K ﹤0.01%
+6,734
991
$100K ﹤0.01%
+5,700
992
$100K ﹤0.01%
+2,000
993
$100K ﹤0.01%
+984
994
$99K ﹤0.01%
+1,660
995
$99K ﹤0.01%
+10,652
996
$99K ﹤0.01%
+3,862
997
$99K ﹤0.01%
+2,708
998
$99K ﹤0.01%
+1,571
999
$99K ﹤0.01%
+7,599
1000
$99K ﹤0.01%
+700
38 39
40
41 42