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
1126
$77K ﹤0.01%
+1,219
1127
$77K ﹤0.01%
+351
1128
$77K ﹤0.01%
+1,941
1129
$76K ﹤0.01%
+352
1130
$76K ﹤0.01%
+2,277
1131
$76K ﹤0.01%
+6,840
1132
$76K ﹤0.01%
+3,665
1133
$76K ﹤0.01%
+447
1134
$76K ﹤0.01%
+3,348
1135
$76K ﹤0.01%
+1,527
1136
$76K ﹤0.01%
+5,323
1137
$76K ﹤0.01%
+7,066
1138
$76K ﹤0.01%
+1,647
1139
$75K ﹤0.01%
+1,496
1140
$75K ﹤0.01%
+5,000
1141
$75K ﹤0.01%
+1,338
1142
$75K ﹤0.01%
+3,251
1143
$75K ﹤0.01%
+2,873
1144
$75K ﹤0.01%
+954
1145
$75K ﹤0.01%
+6,030
1146
$75K ﹤0.01%
+4,700
1147
$75K ﹤0.01%
+3,236
1148
$75K ﹤0.01%
+1,525
1149
$75K ﹤0.01%
+10,350
1150
$75K ﹤0.01%
+3,725
44 45
46
47 48