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
1251
$63K ﹤0.01%
+3,876
1252
$63K ﹤0.01%
+5,000
1253
$63K ﹤0.01%
+31,000
1254
$63K ﹤0.01%
+2,501
1255
$63K ﹤0.01%
+2,695
1256
$62K ﹤0.01%
+2,264
1257
$62K ﹤0.01%
+4,605
1258
$62K ﹤0.01%
+1,650
1259
$62K ﹤0.01%
+1,000
1260
$62K ﹤0.01%
+1,819
1261
$61K ﹤0.01%
+1,050
1262
$61K ﹤0.01%
+985
1263
$61K ﹤0.01%
+2,075
1264
$61K ﹤0.01%
+1,200
1265
$61K ﹤0.01%
+5,000
1266
$61K ﹤0.01%
+6,233
1267
$61K ﹤0.01%
+1,907
1268
$60K ﹤0.01%
+2,091
1269
$60K ﹤0.01%
+1,521
1270
$60K ﹤0.01%
+1,315
1271
$60K ﹤0.01%
+1,050
1272
$60K ﹤0.01%
+4,500
1273
$60K ﹤0.01%
+5,000
1274
$60K ﹤0.01%
+2,195
1275
$60K ﹤0.01%
+656
49 50
51
52 53