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
101
$2.78M 0.06%
+141,151
102
$2.73M 0.06%
+3,309
103
$2.7M 0.06%
+96,078
104
$2.7M 0.06%
+39,889
105
$2.68M 0.06%
+76,785
106
$2.65M 0.06%
+88,544
107
$2.56M 0.06%
+41,070
108
$2.54M 0.06%
+82,246
109
$2.52M 0.06%
+27,574
110
$2.47M 0.06%
+23,546
111
$2.45M 0.06%
+65,349
112
$2.43M 0.06%
+83,558
113
$2.4M 0.06%
+48,909
114
$2.35M 0.05%
+32,118
115
$2.34M 0.05%
+45,655
116
$2.32M 0.05%
+76,860
117
$2.31M 0.05%
+161,417
118
$2.3M 0.05%
+118,473
119
$2.3M 0.05%
+63,482
120
$2.28M 0.05%
+73,756
121
$2.27M 0.05%
+51,404
122
$2.21M 0.05%
+19,747
123
$2.19M 0.05%
+43,467
124
$2.17M 0.05%
+30,353
125
$2.13M 0.05%
+145,000
3 4
5
6 7