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
1226
$65K ﹤0.01%
+4,881
1227
$65K ﹤0.01%
+6,224
1228
$65K ﹤0.01%
+2,811
1229
$65K ﹤0.01%
+12,177
1230
$65K ﹤0.01%
+1,609
1231
$65K ﹤0.01%
+11,206
1232
$65K ﹤0.01%
+1,000
1233
$65K ﹤0.01%
+3,072
1234
$64K ﹤0.01%
+2,567
1235
$64K ﹤0.01%
+7,042
1236
$64K ﹤0.01%
+1,308
1237
$64K ﹤0.01%
+1,628
1238
$64K ﹤0.01%
+3,721
1239
$64K ﹤0.01%
+1,373
1240
$64K ﹤0.01%
+3,920
1241
$64K ﹤0.01%
+841
1242
$64K ﹤0.01%
+1,999
1243
$64K ﹤0.01%
+1,894
1244
$64K ﹤0.01%
+1,494
1245
$63K ﹤0.01%
+697
1246
$63K ﹤0.01%
+3,032
1247
$63K ﹤0.01%
+2,157
1248
$63K ﹤0.01%
+1,287
1249
$63K ﹤0.01%
+3,492
1250
$63K ﹤0.01%
+586
48 49
50
51 52