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
1326
$55K ﹤0.01%
+315
1327
$55K ﹤0.01%
+1,832
1328
$54K ﹤0.01%
+1,585
1329
$54K ﹤0.01%
+7,641
1330
$54K ﹤0.01%
+13,000
1331
$54K ﹤0.01%
+1,000
1332
$54K ﹤0.01%
+3,872
1333
$54K ﹤0.01%
+4,926
1334
$54K ﹤0.01%
+806
1335
$54K ﹤0.01%
+1,115
1336
$54K ﹤0.01%
+17,800
1337
$53K ﹤0.01%
+2,481
1338
$53K ﹤0.01%
+2,729
1339
$53K ﹤0.01%
+7,743
1340
$53K ﹤0.01%
+1,358
1341
$53K ﹤0.01%
+3,926
1342
$53K ﹤0.01%
+1,164
1343
$53K ﹤0.01%
+2,100
1344
$53K ﹤0.01%
+390
1345
$53K ﹤0.01%
+13,000
1346
$53K ﹤0.01%
+12,540
1347
$53K ﹤0.01%
+2,200
1348
$53K ﹤0.01%
+2,053
1349
$52K ﹤0.01%
+1,600
1350
$52K ﹤0.01%
+5,117
52 53
54
55 56