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
1176
$72K ﹤0.01%
+15,240
1177
$71K ﹤0.01%
+3,198
1178
$71K ﹤0.01%
+1,754
1179
$71K ﹤0.01%
+2,500
1180
$71K ﹤0.01%
+888
1181
$71K ﹤0.01%
+6,200
1182
$71K ﹤0.01%
+2,155
1183
$71K ﹤0.01%
+1,444
1184
$70K ﹤0.01%
+8,299
1185
$70K ﹤0.01%
+2,800
1186
$70K ﹤0.01%
+6,048
1187
$70K ﹤0.01%
+14,281
1188
$70K ﹤0.01%
+870
1189
$70K ﹤0.01%
+4,550
1190
$70K ﹤0.01%
+1,815
1191
$70K ﹤0.01%
+4,062
1192
$69K ﹤0.01%
+5,383
1193
$69K ﹤0.01%
+1,000
1194
$69K ﹤0.01%
+16,030
1195
$69K ﹤0.01%
+1,128
1196
$69K ﹤0.01%
+1,050
1197
$69K ﹤0.01%
+2,423
1198
$69K ﹤0.01%
+5,920
1199
$69K ﹤0.01%
+13,309
1200
$68K ﹤0.01%
+1,120
46 47
48
49 50