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
1301
$58K ﹤0.01%
+5,800
1302
$58K ﹤0.01%
+2,965
1303
$57K ﹤0.01%
+1,143
1304
$57K ﹤0.01%
+1,283
1305
$57K ﹤0.01%
+2,965
1306
$57K ﹤0.01%
+2,707
1307
$57K ﹤0.01%
+1,255
1308
$57K ﹤0.01%
+659
1309
$57K ﹤0.01%
+1,092
1310
$56K ﹤0.01%
+3,600
1311
$56K ﹤0.01%
+2,764
1312
$56K ﹤0.01%
+1,440
1313
$56K ﹤0.01%
+7,200
1314
$56K ﹤0.01%
+2,160
1315
$56K ﹤0.01%
+715
1316
$56K ﹤0.01%
+5,914
1317
$55K ﹤0.01%
+577
1318
$55K ﹤0.01%
+1,797
1319
$55K ﹤0.01%
+1,379
1320
$55K ﹤0.01%
+4,080
1321
$55K ﹤0.01%
+1,950
1322
$55K ﹤0.01%
+1,385
1323
$55K ﹤0.01%
+1,334
1324
$55K ﹤0.01%
+1,604
1325
$55K ﹤0.01%
+3,500
51 52
53
54 55