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
1101
$81K ﹤0.01%
+3,584
1102
$81K ﹤0.01%
+1,585
1103
$81K ﹤0.01%
+3,141
1104
$81K ﹤0.01%
+5,965
1105
$81K ﹤0.01%
+2,814
1106
$80K ﹤0.01%
+1,642
1107
$80K ﹤0.01%
+2,634
1108
$80K ﹤0.01%
+9,450
1109
$80K ﹤0.01%
+1,513
1110
$80K ﹤0.01%
+2,178
1111
$80K ﹤0.01%
+129
1112
$80K ﹤0.01%
+3,227
1113
$80K ﹤0.01%
+4,000
1114
$79K ﹤0.01%
+2,391
1115
$79K ﹤0.01%
+17,890
1116
$79K ﹤0.01%
+9,058
1117
$78K ﹤0.01%
+1,928
1118
$78K ﹤0.01%
+806
1119
$78K ﹤0.01%
+1,994
1120
$78K ﹤0.01%
+2,097
1121
$77K ﹤0.01%
+1,764
1122
$77K ﹤0.01%
+4,961
1123
$77K ﹤0.01%
+1,075
1124
$77K ﹤0.01%
+2,493
1125
$77K ﹤0.01%
+1,375
43 44
45
46 47