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
1051
$88K ﹤0.01%
+4,000
1052
$88K ﹤0.01%
+6,352
1053
$88K ﹤0.01%
+6,340
1054
$88K ﹤0.01%
+8,036
1055
$88K ﹤0.01%
+3,566
1056
$87K ﹤0.01%
+8,600
1057
$87K ﹤0.01%
+5,351
1058
$87K ﹤0.01%
+839
1059
$87K ﹤0.01%
+1,687
1060
$87K ﹤0.01%
+3,002
1061
$87K ﹤0.01%
+1,112
1062
$87K ﹤0.01%
+4,996
1063
$87K ﹤0.01%
+4,148
1064
$86K ﹤0.01%
+454
1065
$86K ﹤0.01%
+5,950
1066
$86K ﹤0.01%
+1,772
1067
$86K ﹤0.01%
+10,305
1068
$86K ﹤0.01%
+6,800
1069
$86K ﹤0.01%
+1,796
1070
$86K ﹤0.01%
+1,100
1071
$86K ﹤0.01%
+13,880
1072
$85K ﹤0.01%
+20,848
1073
$85K ﹤0.01%
+2,112
1074
$85K ﹤0.01%
+1,147
1075
$85K ﹤0.01%
+5,094
41 42
43
44 45