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
1376
$50K ﹤0.01%
+3,858
1377
$50K ﹤0.01%
+1,665
1378
$49K ﹤0.01%
+56
1379
$49K ﹤0.01%
+3,785
1380
$49K ﹤0.01%
+1,500
1381
$49K ﹤0.01%
+843
1382
$49K ﹤0.01%
+5,435
1383
$49K ﹤0.01%
+5,800
1384
$49K ﹤0.01%
+2,356
1385
$49K ﹤0.01%
+970
1386
$48K ﹤0.01%
+2,136
1387
$48K ﹤0.01%
+1,108
1388
$48K ﹤0.01%
+2,848
1389
$48K ﹤0.01%
+1,493
1390
$48K ﹤0.01%
+4,898
1391
$48K ﹤0.01%
+2,354
1392
$48K ﹤0.01%
+1,050
1393
$48K ﹤0.01%
+146
1394
$48K ﹤0.01%
+800
1395
$48K ﹤0.01%
+3,682
1396
$48K ﹤0.01%
+2,948
1397
$48K ﹤0.01%
+1,020
1398
$48K ﹤0.01%
+1,019
1399
$48K ﹤0.01%
+5,400
1400
$47K ﹤0.01%
+1,632
54 55
56
57 58