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
1001
$98K ﹤0.01%
+4,154
1002
$98K ﹤0.01%
+1,760
1003
$98K ﹤0.01%
+3,000
1004
$98K ﹤0.01%
+6,775
1005
$98K ﹤0.01%
+2,914
1006
$98K ﹤0.01%
+3,043
1007
$98K ﹤0.01%
+1,129
1008
$97K ﹤0.01%
+1,884
1009
$97K ﹤0.01%
+6,978
1010
$97K ﹤0.01%
+2,176
1011
$97K ﹤0.01%
+2,566
1012
$97K ﹤0.01%
+2,219
1013
$96K ﹤0.01%
+2,844
1014
$95K ﹤0.01%
+1,518
1015
$95K ﹤0.01%
+11,704
1016
$95K ﹤0.01%
+27,675
1017
$95K ﹤0.01%
+3,100
1018
$95K ﹤0.01%
+5,000
1019
$95K ﹤0.01%
+1,970
1020
$94K ﹤0.01%
+323
1021
$94K ﹤0.01%
+2,101
1022
$94K ﹤0.01%
+4,814
1023
$94K ﹤0.01%
+6,500
1024
$94K ﹤0.01%
+4,257
1025
$94K ﹤0.01%
+8,200
39 40
41
42 43