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
1076
$85K ﹤0.01%
+6,370
1077
$85K ﹤0.01%
+4,351
1078
$85K ﹤0.01%
+1,602
1079
$85K ﹤0.01%
+2,948
1080
$85K ﹤0.01%
+3,486
1081
$84K ﹤0.01%
+4,613
1082
$84K ﹤0.01%
+2,197
1083
$84K ﹤0.01%
+782
1084
$84K ﹤0.01%
+1,400
1085
$84K ﹤0.01%
+7,800
1086
$84K ﹤0.01%
+2,266
1087
$84K ﹤0.01%
+14,200
1088
$83K ﹤0.01%
+7,000
1089
$83K ﹤0.01%
+2,000
1090
$83K ﹤0.01%
+5,050
1091
$82K ﹤0.01%
+15,636
1092
$82K ﹤0.01%
+4,200
1093
$82K ﹤0.01%
+4,157
1094
$82K ﹤0.01%
+4,844
1095
$82K ﹤0.01%
+626
1096
$82K ﹤0.01%
+7,837
1097
$82K ﹤0.01%
+6,794
1098
$82K ﹤0.01%
+4,773
1099
$82K ﹤0.01%
+441
1100
$81K ﹤0.01%
+7,172
42 43
44
45 46