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
1151
$74K ﹤0.01%
+3,962
1152
$74K ﹤0.01%
+2,896
1153
$74K ﹤0.01%
+3,574
1154
$74K ﹤0.01%
+2,000
1155
$74K ﹤0.01%
+3,748
1156
$74K ﹤0.01%
+5,500
1157
$73K ﹤0.01%
+1,196
1158
$73K ﹤0.01%
+261
1159
$73K ﹤0.01%
+1,480
1160
$73K ﹤0.01%
+2,162
1161
$73K ﹤0.01%
+4,000
1162
$73K ﹤0.01%
+855
1163
$73K ﹤0.01%
+3,486
1164
$73K ﹤0.01%
+2,000
1165
$73K ﹤0.01%
+130,600
1166
$72K ﹤0.01%
+1,664
1167
$72K ﹤0.01%
+1,197
1168
$72K ﹤0.01%
+12,723
1169
$72K ﹤0.01%
+2,000
1170
$72K ﹤0.01%
+5,027
1171
$72K ﹤0.01%
+1,580
1172
$72K ﹤0.01%
+12,529
1173
$72K ﹤0.01%
+2,171
1174
$72K ﹤0.01%
+2,740
1175
$72K ﹤0.01%
+1,400
45 46
47
48 49