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
1351
$52K ﹤0.01%
+3,400
1352
$52K ﹤0.01%
+2,415
1353
$52K ﹤0.01%
+18,624
1354
$52K ﹤0.01%
+801
1355
$52K ﹤0.01%
+2,000
1356
$52K ﹤0.01%
+5,200
1357
$52K ﹤0.01%
+1,122
1358
$51K ﹤0.01%
+1,960
1359
$51K ﹤0.01%
+1,700
1360
$51K ﹤0.01%
+794
1361
$51K ﹤0.01%
+3,000
1362
$51K ﹤0.01%
+1,927
1363
$51K ﹤0.01%
+1,193
1364
$51K ﹤0.01%
+5,485
1365
$50K ﹤0.01%
+1,170
1366
$50K ﹤0.01%
+2,300
1367
$50K ﹤0.01%
+1,396
1368
$50K ﹤0.01%
+480
1369
$50K ﹤0.01%
+4,133
1370
$50K ﹤0.01%
+1,445
1371
$50K ﹤0.01%
+2,813
1372
$50K ﹤0.01%
+1,177
1373
$50K ﹤0.01%
+3,698
1374
$50K ﹤0.01%
+4,280
1375
$50K ﹤0.01%
+1,908
53 54
55
56 57