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
1026
$94K ﹤0.01%
+1,247
1027
$94K ﹤0.01%
+18,376
1028
$94K ﹤0.01%
+2,429
1029
$94K ﹤0.01%
+2,765
1030
$93K ﹤0.01%
+4,903
1031
$93K ﹤0.01%
+1,925
1032
$92K ﹤0.01%
+3,130
1033
$91K ﹤0.01%
+7,912
1034
$91K ﹤0.01%
+44,544
1035
$91K ﹤0.01%
+3,101
1036
$91K ﹤0.01%
+712
1037
$91K ﹤0.01%
+7,800
1038
$91K ﹤0.01%
+1,255
1039
$90K ﹤0.01%
+4,301
1040
$90K ﹤0.01%
+15,000
1041
$90K ﹤0.01%
+4,919
1042
$90K ﹤0.01%
+2,000
1043
$90K ﹤0.01%
+48
1044
$90K ﹤0.01%
+6,285
1045
$90K ﹤0.01%
+16,760
1046
$89K ﹤0.01%
+2,052
1047
$89K ﹤0.01%
+3,718
1048
$89K ﹤0.01%
+4,153
1049
$88K ﹤0.01%
+14,733
1050
$88K ﹤0.01%
+2,818
40 41
42
43 44