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
1201
$68K ﹤0.01%
+1,900
1202
$68K ﹤0.01%
+4,264
1203
$68K ﹤0.01%
+5,038
1204
$68K ﹤0.01%
+381
1205
$67K ﹤0.01%
+2,735
1206
$67K ﹤0.01%
+6,000
1207
$67K ﹤0.01%
+1,505
1208
$67K ﹤0.01%
+1,890
1209
$67K ﹤0.01%
+2,160
1210
$67K ﹤0.01%
+3,301
1211
$67K ﹤0.01%
+1,754
1212
$66K ﹤0.01%
+1,150
1213
$66K ﹤0.01%
+2,877
1214
$66K ﹤0.01%
+2,917
1215
$66K ﹤0.01%
+6,996
1216
$66K ﹤0.01%
+2,466
1217
$66K ﹤0.01%
+8,800
1218
$66K ﹤0.01%
+5,188
1219
$66K ﹤0.01%
+2,000
1220
$66K ﹤0.01%
+7,658
1221
$66K ﹤0.01%
+800
1222
$66K ﹤0.01%
+1,267
1223
$66K ﹤0.01%
+900
1224
$65K ﹤0.01%
+2,809
1225
$65K ﹤0.01%
+867
47 48
49
50 51