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
1276
$60K ﹤0.01%
+2,163
1277
$60K ﹤0.01%
+1,267
1278
$60K ﹤0.01%
+2,538
1279
$60K ﹤0.01%
+2,225
1280
$60K ﹤0.01%
+1,246
1281
$60K ﹤0.01%
+1,463
1282
$59K ﹤0.01%
+2,100
1283
$59K ﹤0.01%
+1,722
1284
$59K ﹤0.01%
+970
1285
$59K ﹤0.01%
+1,036
1286
$59K ﹤0.01%
+601
1287
$59K ﹤0.01%
+517
1288
$59K ﹤0.01%
+755
1289
$59K ﹤0.01%
+1,305
1290
$59K ﹤0.01%
+770
1291
$59K ﹤0.01%
+3,800
1292
– –
0
1293
$59K ﹤0.01%
+1,318
1294
$58K ﹤0.01%
+11,422
1295
$58K ﹤0.01%
+2,550
1296
$58K ﹤0.01%
+1,228
1297
$58K ﹤0.01%
+1,171
1298
$58K ﹤0.01%
+5,000
1299
$58K ﹤0.01%
+2,000
1300
$58K ﹤0.01%
+5,060
50 51
52
53 54